Come and join us to learn about...

How to stay in your why on high-value revenue generating tasks

When to spend and what to spend it on

How not to burn yourself out

Let's Get Acquainted!

Please complete the following to book your business advisory session

First Name *

Last Name *

Email *

Guest Email (Optional)

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Business Name *

Company Website *

Tell us about you! What's your expertise? Please provide us with your social media platforms. etc. *

What are your biggest financial challenges right now? *

I need more clarity on my numbers and profitability.

I want strategic financial guidance to scale.

I’m looking to improve cash flow and collections.

Which option best describes your current financial support? *

I work with a bookkeeper but need higher-level financial strategy.

I have a part-time CFO but need more comprehensive support.

I handle finances myself but know I need expert help now.

I have a full finance team but need an external strategic advisor.

When making business decisions, which best describes you? *

I research, but once I have enough information, I take action quickly.

I like to weigh all options and take my time before making a decision.

I tend to delay decisions until absolutely necessary.

Where are you currently in your business financial strategy? *

I have financial reports but don’t use them for decision-making.

I review financials but need better forecasting and strategic planning.

I have strong financial systems but need a high-level strategic partner.

What accounting software do you currently use? *

Quickbooks

None

Other

WHAT IS YOUR PROJECTED REVENUE FOR THIS YEAR? Don’t overthink it. Estimating is good enough. ;-) *

A. Less than $150,000

B. $150,001 to $250,000

C. $250,001 to $500,000

D. $500,001 to $1,500,000

E. $1,500,001 to $3,000,00

F. >$3,000,001

The right financial support is an investment in your business’s growth. We specialize in helping business owners uncover at least $60,000 in returns in 30 days. Are you in a position to invest $3,000+ per month for expert financial strategy and support? *

Yes, I understand the value and am ready to invest in my business.

I know I need this level of support and would like to explore how it fits my budget.

I’m not sure this is the right time.

HOW DID YOU HEAR ABOUT US? *

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THANK YOU FOR THIS OPPORTUNITY TO PARTNER WITH YOU!

-TEAM KWK