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Tell us about your painpoint

Send us a few details and we'll come back within one business day with next steps.

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First Name *

Last Name *

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What is your business structure?

Single member LLC

LLC taxed as an S-corp

C-corp

What type of business do you run?

Product-based brand (DTC)

Product-based brand (DTC + Retail)

Service-based business

What is your monthly revenue?

Under $85,000/ month

$85,000 - $420,000/ month

Over $420,000/ month

What accounting software do you use?

QBO, Xero, or Spreadsheets

Finaloop or Quickbooks + A2x

I don't have anything set up

When were your books last fully reconciled?

This month or within the last 3 months

3 to 12 months behind

More than 12 months behind

Which service are you most interested in?

What is your biggest financial frustration right now?

Uncertainty about profitability or cash flow

Concerns about financial accuracy

Issues with financing for future growth

Do you currently use any short-term financing?

Yes, through Shopify capital or wayflyer

Yes, through a bank line of credit

No, but considering it

What is your current financial infrastructure?

Just me

A bookkeeper

An outsourced accounting firm

What does success look like for you in the next year?

More clarity and control over finances

To scale revenue

Prepare for investment

If you were referred to us, tell us who we should thank :)

One email a week. One less thing to guess at.

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