First Name
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Last Name
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Phone
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Email
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Privacy Policy
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Terms of Service
Physical Location
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Website
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Social Media
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Tell me a little about your business
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When you started your business, what was your biggest dream of what it would become?
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How comfortable are you about your bookkeeping?
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I do it myself.
I have a bookkeeper online, they do everything. I never look at it.
I have an accountant / CPA. They do everything.
What bookkeeping?
What is currently your biggest obstacle/challenge in your business?
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What makes you the most proud of yourself when you think of your business?
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If you said “I don’t know what I don’t know” in a business setting, what department would you be thinking about? (select all that apply)
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Marketing/Sales
Business Finances in General
Retirement / Health Benefits
Social Media / Technology
Other
Tell me a little about your life/family.
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When thinking about being in an online community that focuses on Business & Personal Finances. What scares you the most?
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Where are you most interested in investing your time within the community? (select all that apply)
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Courses
Tax code/law learning content
Contributing to community posts
Learning/content zoom calls
Q & A zoom calls
Connecting with others within the community
What scares you the most about business finances?
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A community works best when people share their ideas and expertise. What unique value & contribution could you bring to our community?
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What specific things would you like to learn about business finances?
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What else should I know about you and/or your current situation?
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Members of this community are established businesses with a common goal of keeping more of their business money and legally spending less on taxes. Learning new money skills takes time (I sell crock pots, not microwaves). Are you willing to agree to stay in the community for at least a year?
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Yes
Maybe
No
Do you feel you have the financial resources to pay the investment of $500/month?
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As a community there is always a hope to meet other members in person. Would you have interest in an annual in-person event / retreat?
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Yes
No
In business, I’m a huge fan of the idea of 10x. This application comes with a $100 fee. This allows me to take time to learn more about you, your business, and a 1-hour session. What would give you an immediate 10x (or $1000) value for this fee?
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