Service Interest Form

Business Name*

Brief Business Description (Include Industry)*

First and Last name*

Your email*

Phone number

What is the business annual revenue?

Do you have an internal bookkeeper or accountant? If no, who prepares your books?

What accounting software are you currently using?

Do you prepare and review financial statements regularly (e.g., income statement, balance sheet, cash flow statement)?

Is an outside company currently doing your taxes? If yes, are they doing tax planning?

Do you experience frequent cash flow issues (e.g., not enough funds to cover bills)?

Do you feel your business lacks the financial insight to make informed decisions?

Would you benefit from guidance on long-term strategy, business planning, or financial leadership?

Which services are you currently interested in?

Are you okay with only having virtual meetings?

Anything else you would like us to know?

Please complete this form to help us understand your needs. We’ll review your responses and follow up with a plan of action or let you know if we're not the right fit.

Service Interest Form

Darling CPA Insights