Financial Services Consulting Pre-assessment Form
Complete this form to help us understand your business, financial challenges, and consulting needs before the initial review.
Client Profile
Full Name
*
First Name
Middle Name
Last Name
Company / Organization Name
*
Job Title / Role
*
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Preferred Contact Method
*
Email
Phone
Either
Business and Financial Needs
Industry / Sector
*
Company Size
*
Please Select
Solo / Freelancer
2–10 employees
11–50 employees
51–200 employees
201–500 employees
500+ employees
Primary Consulting Need
*
Cash Flow Planning
Budgeting
Forecasting
Financial Reporting
Capital Raising Support
Risk Management
Strategic Finance
Other
Timeline to Engage
*
Immediately
Within 1–2 weeks
Within 1 month
Within 3 months
3+ months
Not sure yet
Current Financial Challenge Summary
*
Budget Range for Consulting Support
*
Under $1,000
$1,000–$2,499
$2,500–$4,999
$5,000–$9,999
$10,000+
Not determined yet
Assessment and Fit
Current financial process maturity
*
Very low maturity
1
2
3
4
Very high maturity
5
1 is Very low maturity, 5 is Very high maturity
Urgency level
*
Immediate
Within 2 weeks
Within 30 days
Flexible
Other
Assessment of key finance areas
*
Rows
Not in place
Basic
Developing
Strong
Bookkeeping
1
2
3
4
Cash flow visibility
5
6
7
8
Forecasting
9
10
11
12
Reporting
13
14
15
16
Decision support
17
18
19
20
Preferred next step after submission
*
Discovery call
Proposal
Email follow-up
Other
Submit Pre-assessment
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