In order to help you with your financial consultation, we will ask you the following questions:
1. What is the current problem you are looking to fix or the solution you are looking for?
2. What are the problems that you are having with your current solution?
3. Can you describe the problem or solution in no more than 5 to 10 points?
4. Are you looking for a financial advisor handle your accounting on an ongoing basis?
5. What is your budget limit for software costs? (prices start at $20-$50 per month)
6. What is your budget limit for labor / staff costs (if needed)? (prices start at $150 - $300 per month)