Book a Call - Intake Form

Next stop, cash flow clarity!

Prior to booking your complimentary 20-minute consult call, please take a few moments to fill out the form below. Once you’ve submitted it, you’ll be directed to a calendar booking page.

As a reminder, here’s who we are the best fit for:

You’re a creative agency or firm owner between $500K-$1M+ in annual revenue, have been in business for 5+ years, and have at least 5 employees and/or subcontractors.

Looking forward to meeting you!

Consult Call Intake Form

Please take a few moments to complete the form below.

First Name*

Last Name*

Your Role*

Email*

Company Name*

Country*

Province/State*

What does your business do?*

What are you experiencing that drew you to reach out to me? This helps me better prepare for our call.*

What is your annual revenue level (a ballpark guess is a-ok!)?*

How are you currently doing your bookkeeping?*

If you selected 'Design Agency / Firm Software' or 'Other' for the previous question, please specify.

What is your legal business structure?*

If you selected 'Other' for the previous question, please specify.

Describe how you feel about business finances in two-four words:

How did you hear about me?

Anything else you feel is relevant, please share it.

Please verify your request*

Get better at handling money and making sure you always have enough! By submitting this form, you’ll be signed up to receive occasional emails with useful tips and advice on managing your cash flow. You can unsubscribe any time.