Application to Work with Cindy Kumar, CPA

Important: Complete this Form to Secure Your Financial Audit

Thank you for booking your Financial Audit.

To ensure we have everything needed for your audit, please complete this application at least 48 hours before your scheduled time. This helps us assess your financials and identify ways to help you scale to $500k-$1M

Failure to complete this form will result in the cancellation of your audit.

A little about you

Full Name *

Email *

Phone *

Organization *

Website *

About your business

Tell me about your business and what industry it's in. *

What is your Annual Revenue? *

> $300k

$300k - $400k

$400k - $500k

$500k+

Current Challenges

What are your top 3 financial challenges? *

Are you currently working with a financial advisor or CPA? If yes, please describe your experience: *

What strategies have you tried in the past to improve your finances? *

Goals and Aspirations

What financial goals do you have for your business in the next 6-12 months? *

Where do you see your business in the next 3-5 years? *

On a scale of 1 to 10, how committed are you to following a process to build a profitable business, save money, and boost your confidence in managing your business finances? *

Your Financials

In order to fully complete your financial audit, we will require access to your balance sheets, income statements, and monthly revenue reports for the past two years.

Please upload each document in the section below.

OR, grant us access to your bookkeeping software (QuickBooks, Xero, Wave, etc.) with this email: [email protected]

Balance Sheets - Last Two Years

Click to upload your PDF here

Income Statements - Last Two Years

Click to upload your PDF here

Monthly Revenue Report - Last Two Years

Click to upload your PDF here

Once you've submitted all the information below, we will do a complete audit that we will review on your finanical audit call.