Company Structure*
Select
Sole Proprietorship
Partnership
Incorporated (Corporation)
Limited Liability Company (LLC)
Not registered
Registration Date*
Do you perform your accounting in-house or do you outsource it?*
Select
In-house (i.e., performed by a full-time employee within the company)
Outsourced (i.e., performed by an external, non-full-time employee)
Sector*
Select
Agriculture, Forestry and Fishing
Mining
Construction
Manufacturing
Transportation, Communications, Electric, Gas, and Sanitary Services
Wholesale Trade
Retail Trade
Finance, Insurance, and Real Estate
Services
Public Administration
Avg. Monthly Revenue*
Select
No Revenue Yet
Below 5M
5-10M
10-20M
20-30M
30-40M
40-50M
50-100M
Above 100M
Growth Stage*
Select
Business idea: It is still an (brilliant) idea
Startup: Company is finding its place in the market
Early growth: Company has a proven business model and needs to grow to become sustainable
Expansion: Company is profitable and needs to scale up to further increase market share
Financial Management Challenges*
Limited or inconsistent cash flow
Ineffective budgeting
Inability to prepare for unforeseen expenses
Insufficient capital
Excessive debt
Overdue bills
Poor tax compliance
Mixing business and personal finances
Ineffective marketing tactics
Accessing external financing
Which of the following does your company currently have? (select all that apply) *
Certificate of Registration
Active business bank account
Tax certificate
Supply contracts
Management accounts
Audited financial statements
Financial projections
Business plan
Has your company requested any external funding (e.g., a bank loan) in the last 3 years?*
Select
Yes
No
Has your company received any external funding (e.g., a bank loan) in the last 3 years?*
Select
Yes
No
Is your company looking to request external funding (e.g., a bank loan) within the next year?*
Select
Yes
No
Are you willing to participate in a 1-hour face-to-face survey to measure your firm’s accounting and financial practices?*
Select
Yes
No
Are you willing to provide access to your company’s financial systems throughout the duration of the program (approximately 3 months, or 80 hours)?*
Select
Yes
No
Which Accounting system does your firm currently use?*
Select
Physical Ledger Books
Excel Or Spreadsheets
Dedicated Accounting Software
Other
If Other, Please specify*
Which Dedicated accounting software does your firm use?*
Select
Quickbooks
Tally
Other
If Other, Please specify*
Are you interested and open to receiving direct support from and collaborating with an external CFO for the duration of the program (approximately 3 months, or 80 hours)?*
Select
Yes
No
How did you learn about the program?*
Select
Social Media
Email
Phone Call
Networking Workshop
Blog
Friend
