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THE CPA FOR PSYCHOTHERAPISTS
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Home
About
Business Support
Business Mentoring
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
Discovery Call Questionnaire
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
How many clients do you see per week?
How many clients would you like to see per week?
What is your business legal structure?
Sole Proprietor
LLC
PLLC
LLC or PLLC taxed as an S Corporation
S Corporation
C Corporation
Which of this best describe you?
Just Starting Out
Freelancer contractor
Solo practice
Transitioning from a solo practice to a group practice
Coach
How many years have you been running your business?
0 – 2 years
2-4 years
4-6 years
6+ years
Are you currently working with an accountant?
Yes
No
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, please specify
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)
*
Elevate Your Business Mentoring
Business Start-Up Support Program
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
IRS Tax Problem Resolution
Other
What is your biggest challenge? (Check all that apply)
*
Paying too much in taxes
Need to get my practice finances in order
Understanding my practice finances and performance
Anxious and worrying over how to manage my finances effectively
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
