Qualification Questionnaire

Have service questions? Decide what’s best for your needs!

Schedule either a quick 15 Min Consultation, or for a more in depth discussion, fill out the Qualification Questionnaire below for a full 1 hour CFO Consult!

TSAT is Your Trusted Advisor!

15 Minute Services Consultation

Client Qualification Questionnaire

Company Name *

First Name *

Phone *

TSAT Can Contact You Via Text Message

Email *

Which Services are you interested in? Select all that apply.

Elite CFO Accounting Services

Preferred Accounting Department

Premier Controller Services

Payroll

Billpay

Bookkeeping & Reconciliations

Financial Statements & Feedback

Advanced Financial Health Review

What Percentage of revenue do you have budgeted for monthly accounting services? *

What are the biggest challenges you face in the financial areas of your business? *

Please provide a brief description about your business. Why did you start it? What is the business mission and or purpose? *

Is there any additional information or needs you would like to let us know about?

Thank you for submitting your Qualification Questionnaire!!!

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We are here to help, if you would like a member of our staff to work with you on the Qualification Questionnaire or have any questions, please don’t hesitate to set up an appointment.

15 Minute Services Consultation

We are the ideal accounting, financial, and strategic partner for your company. Our main focuses are on the independent physician, dentistry, home health, and other service industries. Reach out for a FREE CONSULTATION today!

Have service questions? Decide what’s best for your needs!

Schedule either a quick 15 Min Consultation, or for a more in depth discussion, fill out the Qualification Questionnaire below for a full 1 hour CFO Consult!

TSAT is Your Trusted Advisor!

Client Qualification Questionnaire

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