Your Contact Info

First Name *

Last Name *

Phone *

Email *

Service Interest (select all that apply) *

Bookkeeping Services (Transaction categorization, Bank reconciliation, Financial reporting)

Fractional CFO Services (Cash flow planning, Budget forecasting, Profit analysis)

Tax Credits (R&D credit, Employee retention, Energy efficiency)

Tax Prep & Filing (Business tax returns, IRS compliance, Deduction optimization)

Tax Strategy (Cost segregation, Entity structuring, Tax minimization)

I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from CFOAF. Message frequency varies. Message & data rates may apply. You can reply STOP to unsubscribe at any time.

Your Business Info

Business Name *

Business Entity *

Years in Business *

Less than 1 year

Between 1-3 years

Between 3-5 years

More than 5 years

Do you have a business partner? If yes, please provide their full name, phone number, and email address.