Discovery & Fit Call ~ Let's Get to Know Each Other!

Welcome and Thank You for taking the time to complete this form and your interest in what Financial Tally has to offer. By answering a few questions below, we can make the most of our initial complementary 30-minute conversation. Your responses will provide insight as to the type of business you have and what services you are looking for.


I'll be in touch with the next steps as soon as I receive and review your responses.


In the meantime, you can get more information here:


LinkedIn - Lori Mercaldi | Certified Profit First Professional

www.linkedin.com
https://www.linkedin.com/in/lorimercaldi/


Financial Tally Website

financialtally.com
https://financialtally.com/


Do you have a website?*

Select what annual income applies to your business:*

Are you the sole decision maker?*

As the business owner, do you regularly pay yourself from the business?*

What accounting software do you use?*

On a scale of 1 - 10, what is your priority to get this taken care of now?*

How did you hear about us?*

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