Discovery Call
Purpose of Meeting
Audit & Assurance Services
CFO Advisory Services
Tax Filing & Planning Services
Streamlining Accounting
Formation /Dissolution Services
Business Stage
Startup looking for financial guidance.
Scaling company need CFO Services
Established Business needing Tax or audit Support
How soon do you need Services
Immediately within a week
Within a month
in the next 3-6 months
Have you worked with a CPA before
Yes, and I am looking for better option.
No, but I am ready to engage professional services
Before our meeting, will you provide the necessary financial data or documents if required?
Yes, I can provide relevant details
No, I prefer a general discussion