Take the Assessment

This tool is designed to determine if my services fit your needs. Answer the questions below and I’ll provide a quick answer. If it looks like a fit, I’ll be excited to meet you.

Contact Information
Name*
First Last
Company
Your Title or Position
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Email*
Enter Email Confirm Email
General Company Information
Number of Employees
Years in Business
Number of Business Locations
Type of Business Entity
Is the business publicly held?
Funding Source
Your Products or Services
Type of Product or Services
Type of Sales
Do you manufacture your products?
Is inventory a major component of your business?
Financial Information
Revenues
In the most recent 12-month period
Were you profitable?
In the most recent 12-month period
What Accounting System do you use?
How often do you generate financial reports?
Do you prepare an annual budget?
If so, do you compare actual results to budget?
What More Do You Need to Share?
Additional Comments, Concerns, or Information
Comments
This field is for validation purposes and should be left unchanged.

Take the Assessment

Contact Information

General Company Information

Your Products or Services

Financial Information

What More Do You Need to Share?