Your Personal CFO
Home
About
Services
Testimonials
Contact
☎ (310) 306-8897
Your Personal CFO
Home
About
Services
Testimonials
Contact
☎ (310) 306-8897
Preliminary Questionnaire
Offering A More Personalized Service
Let's Get To Know You Better
Please complete the form below
Name
*
First Name
Last Name
Email Address
*
How did you hear about Fortitude Financial Management?
What type of business do you have?
None currently
Sole‐Proprietor
LLC / Partnership
C‐Corp / S‐Corp
Non‐Profit Organization
What services do you need?
Full Business Management Services
Write‐up Accounting Services
Tax Only
Business Consulting
Are you current with your business and/or personal tax filings?
N/A
Yes
No
If not when was the last year you filed tax returns?
Do you have any current tax letters that need to be addressed?
N/A
Yes
No
What type of accounting system do you currently use?
None
Excel
QuickBooks or other software
Other accountant / Business Manager
What is your Gross annual income (current or projected)?
< $100,000
$100,000 - $250,000
$250,000 - $500,000
$500,000 - $750,000
$750,000 ‐ $1 Mil
> $1 Mil
Thank you! We will respond in 2 business days.
