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Schedule Your Discovery Call

Complete our intake form before our call to make sure we can make the most of our time together~ 

Discovery Call Intake Form

SECTION 1: CONTACT INFORMATION

How did you hear about Mindfull Money Matters?

SECTION 2: TELL US ABOUT YOUR BUSINESS


What type of business do you operate?
Number of Employees/Contrators
Do you currently use accounting software?
Who currently handles your bookkeeping?

SECTION 3: WHAT BRINGS YOU HERE TODAY?

SECTION 4: YOUR FINANCIAL MANAGEMENT STYLE

How often do you review your financial reports?
Monthly
Quarterly
Annually
Never
Do you currently receive financial statements?
Yes
No
What do you need most right now?
Accurate bookkeeping
Help understanding my numbers
Help making financial decisions

SECTION 5: TIMING & READINESS

When are you hoping to begin services?
NOW!
Within 30 days
Within 60 days
Exploring options
Have you worked with a bookkeeper or accounting professional before?
Yes
No

SECTION 6: DISCOVERY CALL PREPARATION

Thank you for taking the time to complete this form. Once submitted, you'll be directed to schedule your Discovery Call. We look forward to learning more about your organization and exploring how we can support your financial success.

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