Client Intake Form

Thank you for your interest in CFO Advisory Services, LLC. Please tell us a bit about your business so we can prepare for our strategy session.

1. Contact Information

Full Name *

Job Title *

Email Address *

Phone Number *

Preferred Contact Method

Email Phone Video Call

2. Company Profile

Legal Business Name *

Current Website URL

Industry / Sector *

Year Established

Number of Employees

1–5 6–20 21–50 51–200 201+

Entity Type

LLC S-Corp C-Corp Partnership Sole Proprietor

3. Financial Health & Accounting Ecosystem

Current Annual Revenue *

Under $500,000 $500,000 – $1,000,000 $1,000,000 – $5,000,000 $5,000,000 – $10,000,000 $10,000,000+

Core Accounting Software

Frequency of Financial Review

Monthly Quarterly Annually Never

4. Advisory Intent & Strategic Goals

Primary Financial Bottlenecks (Select all that apply)

Cash flow forecasting & runway management Strategic budgeting & variance analysis Gross / Net profit margin optimization Capital raises, debt, or equity financing ERP / Systems implementation & tech stack automation

Primary Objective for CFO Advisory Services, LLC*

5. Discovery Call Context

Additional Notes / System Targets