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THE CPA FOR PSYCHOTHERAPISTS
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Take The Money Type Quiz
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The Eight Money Types
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Home
About
Business Support
Business Mentoring
Money Type Quiz
Take The Money Type Quiz
Understanding Money Types
The Eight Money Types
Resources
Request Discovery Call
Get the peace of mind you deserve!
We can’t wait to welcome you to our community
Business Advisory & Virtual CFO Application for Group Practice
Please complete the form below and we’ll be in touch with you within the next 48 business hours.
First Name
Last Name
Email
Phone Number
Company Name
Which of this best describe you?
Transitioning from a solo practice to a group practice
Established group practice – one owner
Established group practice – multiple owners
What is your business legal structure?
Sole Proprietor
LLC
PLLC
LLC or PLLC taxed as an S Corporation
S Corporation
C Corporation
How many years have you been running your group practice?
0 – 2 years
2-4 years
4-6 years
6+ years
Are you currently working with an accountant?
Yes
No
What accounting software do you or your accountant use for your practice?
QuickBooks Online
Xero
FreshBooks
Other
None
What are you looking for from an accountant/business advisor?
What top three areas of your business would you want us to support you with?
When are you ready to move forward if we decide to work together?
Right away
In a month
In 1 – 2 months
In the next quarter
Just exploring
Other
If we were to meet a year from now, what would your business and your life look like if our first year working together were successful?
Which of the following services are you interested in? (Check all that apply)
*
Virtual CFO Services
Behavioral Money Coaching
Understanding Practice Finances and Performance
Accounting/Bookkeeping
Worry-Free, Money-Saving Tax Planning
Tax Preparation Only
Tax Preparation with Other Services
Full-Service Payroll
Other
Anything else you would like us to know about you or your practice?
Submit Request
Thank you for completing the form! We’ll be in touch with you within the next 48 business hours.
Group Practice
Questionnaire
Solo Practice
Questionnaire