Service Request & Exchange Network Intake
Contact
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First Name
Last Name
Business Name
Email Address
Phone Number
Website URL (Optional)
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What specific solution or partner service are you looking to secure today?
- Select Primary Service Need -
Tax Preparation & Advisory Solutions
Capital & Financing Solutions
Legal & Corporate Governance
Risk Management & Commercial Insurance
Payroll & Human Capital / HR Support
Technology & Systems Integration
Core Bookkeeping, Cleanup, or Monthly Financials
Looking for core bookkeeping, cleanup, or monthly financials?Please visit our View Plans page or explore The Cash Flow Blueprint diagnostic offer to get started immediately.
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Current Entity Type
- Select Entity Type -
Sole Proprietorship
LLC
S-Corp
C-Corp
Partnership
Nonprofit
Tax Filing Status / History
Current on prior filings
Behind on past years (needs catch-up)
Under IRS/State audit or notice
Primary Tax Scope Needed
Business Tax Return Prep
Personal/Owner Tax Return Prep
Real Estate & Investment Tax Strategy
Deduction Maximization Review
Estimated Annual Revenue / Scale (Optional)
- Select Revenue Scale -
Under $250k
$250k–$1M
$1M+
Specific Tax Challenges or Deadlines (Optional)
Type of Financing Needed
Working Capital / Line of Credit
Term Loan
Equipment Financing
SBA Loan
Real Estate / Property Acquisition Funding
How soon do you need funding?
- Select Timeline -
Immediate (0–30 days)
1–3 months
3+ months / Exploring options
Estimated Credit Profile Range (Business or Personal Owner) (Optional)
- Select Credit Range -
740+
680–739
Below 680
Unsure
Are your financial statements (P&L / Balance Sheet) currently up to date?
Yes (Audit-ready)
Partially updated
Needs immediate cleanup before applying
Specific Use of Funds / Project Details
Type of Legal Support Needed
Entity Formation / Structuring
Contract Drafting & Review (Client/Vendor agreements)
Trademark / IP Protection
Partnership / Operating Agreements
General Corporate Compliance
Is this a new venture or an established business?
Startup / Pre-launch
Established business
Urgency / Timeline
- Select Urgency -
Urgent (Active dispute or strict deadline)
Standard project timeline
General advisory
Overview of Legal Need
Types of Coverage Required
General Liability
Professional Liability (E&O)
Commercial Property / Landlord Insurance
Workers’ Compensation
Key-Person Policy
Do you currently have active policies in place?
Yes (looking to review/audit)
No (seeking new coverage)
Number of Employees (including owners) (Optional)
- Select Employee Count -
Solo / 0 employees
1–5
6–20
20+
Specific Risk Exposures or Industry Details (Optional)
Current Payroll / HR Setup
- Select Current Setup -
None (manual/spreadsheet)
Using a basic provider (Gusto, QuickBooks Payroll, etc.)
Full PEO or multi-state setup
Number of W-2 Employees & 1099 Contractors
Primary Workforce Needs
Automated Payroll Processing
Multi-State Tax Compliance
Employee Benefits Administration
HR Handbooks & Compliance Policies
Contractor Onboarding
Target Transition Timeline (Optional)
- Select Timeline -
Immediately
Next payroll cycle
Next quarter
Core Systems / Tech Stack Needing Integration
CRM (e.g., OnePageCRM, HubSpot)
Web Platform / Forms (e.g., WordPress, Elementor)
Accounting / Invoicing Sync (e.g., QBO)
Payment Processors (e.g., Stripe)
Primary Objective
New system setup / migration
Automating lead-to-client workflows
Fixing broken API/webhook connections
Custom reporting dashboards
Describe your current tech friction points
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Do you give CFBS permission to securely share these details and clean financial statements with our vetted Exchange Network Partner for a direct introduction? Yes, please connect me with the appropriate partner.
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