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What is your approximate annual revenue? What is your approximate annual revenue? Under $1 million $1–2 million $2–5 million $5–10 million $10–15 million $15 million+

Which level of support sounds closest to what you need? Which level of support sounds closest to what you need? Essentials: Monthly bookkeeping, account reconciliations and monthly financial statements. Core CFO: Everything in Essentials, plus a monthly dashboard of the numbers that matter most to your practice. Strategic: Everything in Core CFO, plus a monthly review meeting and ongoing CFO advice on growth, compensation, financing and big decisions. Not sure yet: We'll recommend a level after we talk.

What type of practice do you have? What type of practice do you have? Concierge / membership medicine Primary care Plastic surgery / cosmetic Ophthalmology / optometry Dental Mental / behavioral health Other medical specialty Multi-specialty practice

How many business entities need accounting? How many business entities need accounting? 1 2 3-5 6+

How many providers are in the practice? How many providers are in the practice? 1 2–3 4-5 6-10 11-25 25+

What do you want help with? What do you want help with? Monthly bookkeeping and reconciliations Monthly financial statements P&L by provider or location Partner / provider compensation allocations Budgeting and forecasting Cash-flow planning Practice KPIs and dashboards Financial advisory / Controller support Cleanup of existing accounting I'm not sure. I want someone to tell me what I need.

What accounting system are you currently using? What accounting system are you currently using? QuickBooks Online QuickBooks Desktop Xero Other I am not sure

When do you typically receive your monthly financial statements? When do you typically receive your monthly financial statements? Within 15 days after month-end Within 30 days Quarterly At tax time I don't consistently receive financial statements

What is your biggest frustration with your accounting right now?

How would you describe your accounting today? How would you describe your accounting today? We're in good shape. We just want a better accounting partner. Our books are current, but our reporting isn't very useful. We're behind and need help catching up. I'm not confident our numbers are accurate. It's complicated. We need someone to figure it out.

When are you hoping to make a change? When are you hoping to make a change? As soon as possible Within 30 days Within 1-3 months I'm researching my options

Is there anything that makes your accounting particularly complicated? Examples: multiple owners, multiple entities, provider compensation, revenue allocations, acquisitions, multiple locations, significant inventory or unusual reporting needs.

What would you like to be different a year from now?