Blog - Cash Flow Business Solutions

Section 1: About You

Let's start with the basics so we know who we're speaking with!

1. First Name

2. Last Name

3. Your Company Title

4. What is your primary contact number?

5. What's the best email to send your quote?

6. Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Sections 2: Your Business

Great! Now let's learn a little bit about your core operations.

01. What is your Complete Legal Business Name & DBA ?

02. Business Phone

03. Business Email

04. What is your website?

1. What type of entity is your business ?

Sole Proprietor / Single-Member Limited Liability Company (LLC)

Multi-Member LLC

Partnership ( General / LP / LLP )

S-Corporation (S-Corp)

C-Corporation (C-Corp)

Non-Profit (501c3)

2. What best describes your business?

3. How long have you been in business?

Just starting

Less than 1 year

1-3 years

3-10 years

10+ years

4. Approximately how much annual revenue does your business generate?

Under $100,000

$100,000 - $250,000

$250,000 - $500,000

$500,000 - $1 Million

$1M+

5A: How many rental properties do you own?

1-2

3-5

6-10

11+

5B: How many LLCs hold these properties?

5C: Do you manage the properties yourself or use property management?

5D: Do you need property-level/class reporting?

5E: Which Platforms do you sell on?

Shopify / E-commerce

Amazon Seller Central

Etsy/ eBay / Walmart Marketplace

POS System (In-Person)/ Retail)

Stripe / PayPal / Square

Invoicing Only (Quickbooks / Stripe Billing)

Other

5H: Are you currently running owner/employee payroll through a w-2 payroll system?

5G: How many payment processors do you use?

5F: Do you track physical inventory?

Section 3: Business Complexity

Thanks! Next, let's look at your operational volume.

8. How many business entities (LLCs/Corporations) do you have?

9. How many bank accounts?

3-5

10. How many credit cards?

12. Do you have employees?

1-5

6-15

16+

11. Approximately how many transactions each month?

Under 100 transactions/mo

100-300 transactions/mo

300-500 transactions/mo

500-1000/transactions/mo

1000+ transactions/mo

Section 4 : Current Situation & Needs

Almost done! Let's identify your primary financial goals.

13. How current are your books?

Completely current

1-3 months behind

4-12 months behind

More than a year behind

Starting from scratch

12. What's your biggest financial challenge? (Choose all that apply or Ctrl+Select Options)

14. Which accounting software do you currently use?

Section 5: Requested Services

Your doing great! Now for our last few questions tell me what are your main reasons for seeking out our services?

15. What Services are you interested in? (Choose all that apply or Ctrl+Select Options)

16. When would you like to get started?

ASAP

Within 30 days

1-3 months

Just searching

17. Are there any other things we should know about your business . (Optional)

Total Quote Score

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Let's Find The Right Financial Solution For Your Business

Section 1: About You

Sections 2: Your Business

Section 3: Business Complexity

Section 4 : Current Situation & Needs

Section 5: Requested Services