Clarity Intake Form

Clarity.

Before we talk

Tell me a little about where things stand.

The first page takes about a minute. The rest is optional, but every answer means less time on background during our call and a firm quote sooner.

Messy books are normal. Most clients start there.
Ranges are fine. Guesses are fine.
I reply within 1 business day.

1About you
2Your business
3Your setup
4Goals & timing

Preview mode: submissions stay on this page and show the data that would be sent to your automation.

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About you

What can I help with?

My businessBookkeeping, cash flow, fractional CFO My family or householdBills, paperwork, a parent's finances

First name

Last name

Email

Phone (optional)

Business name

Website (optional)

What's going on? Pick any that fit

Books are behind I don't understand my numbers Cash flow stress Preparing for a loan Payroll or sales tax help Switching bookkeepers Not sure what's profitable Planning to grow

Who is this for?

A parent or relative Myself Our household

In your own words, what would you like help with?

How did you hear about me? (optional)

Your business

Ranges are fine. This tells me which kind of support fits.

What does your business do?

Years in business

Yearly revenue (roughly)

Business structure

How many businesses or EINs need books?

Locations

W-2 employees

1099 contractors

Your current setup

No logins or account numbers here. Never send those by form or email.

Accounting software

Who does the books today?

How current are the books?

Transactions per month (guess)

Business bank accounts

Business credit cards

Business loans or lines of credit

Do personal and business expenses mix?

How do customers pay you? Pick any

Square Stripe PayPal Shopify Booking or salon software QuickBooks Payments Checks or cash Other

Payroll

Do you collect sales tax?

Goals and timing

Six months from now, what would make this feel worth it?

Anything coming up? Pick any

Loan or refinance Tax deadline Selling the business Investors or partners New location or hire

Key date, if there is one

When would you like to start?

Who's part of the decision?

Monthly investment you have in mind (optional)

Anything else I should know? (optional)

Thank you. I've got it.

I'll read through this and reply within 1 business day.

Book your free Clarity Call

Questions in the meantime? Email aubrey@claritycollectiveadvisory.com.

Data sent to your automation (preview only)

Your answers go only to Aubrey Philipp at Clarity Collective LLC and are used to prepare for your call and quote. Clarity Collective is not a CPA firm and does not prepare tax returns.