Profit Audit - Intake Form Name * First Name Last Name Email * Phone (###) ### #### How did you hear about our Profit Audit? Company Name * Website http:// Industry Business Age 0-1 Years 1-3 Years 4-5 Years 5+ Years Number of Employees 0 1-5 5-10 10-25 25+ Annual Revenue Under $250K $250K - $500K $500K - $1M $1M - $5M $5M+ Average Project Profit Margin (If unsure, a rough estimate is fine) How do you track your finances? Self tracking In-house bookkeeping Outsourced accounting services Other Primary Revenue Model: Hourly Billing Fixed Project Fees Retainers/Subscription Performance-based pricing Other Which service or product lines are your most profitable? Which service or product lines are less profitable or problematic? Do you currently experience any of the following challenges? (select all that apply) Cash Flow Issues Scope Creep / Unprofitable Projects Inefficient Processes Difficulty in Pricing Services High Labor Costs High Overhead Expenses Other What is your primary financial/profit goal for the next 6-12 months? (increase profit margin by X%, streamline operations, reduce costs, etc.) What specific areas do you believe have the most potential for profit improvement? (revenue strategies, cost management, operation efficiency, labor productivity, etc.) Any other key insights or background information you'd like to share? Thank you for taking the time to fill out the Intake Form. This will help me personalize the audit to your business so we can focus on the most important financial insights during our session. I look forward to our call.- Wilson