1:1 Consulting Application Form

For business owners interested in 3 months of hands-on support and biweekly calls.

Name

Business Name + Website (if you have one):

Tell me a bit about your business.

What do you do, who do you serve, and how long have you been running it?

What was your revenue in the past 12 months? (Estimate is fine!)

Approximately how much of that was profit?

What’s your biggest challenge when it comes to managing your business finances right now?

What’s been keeping you stuck or stressed?

What would you love to feel more confident about in your business finances?

Cash flow? Paying yourself? Understanding your numbers? Tell me what “clarity” looks like to you.

Have you worked with a bookkeeper, accountant, or financial consultant before?

Yes

Kind of / I’m not sure

If yes, feel free to share what worked—or didn’t.

This is a 4-figure investment. Are you in a place where you’re ready and able to invest in this kind of support?

Yes, I’m ready to invest

Not sure, but I want to talk through it

Not right now

Anything else you’d like to share before we connect?

This is your space—feel free to drop a note, ask a question, or just say hi.