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Name: Simple CFO Solutions
Address: 10221 Krause Rd, Ste #1416, Chesterfield, VA, 23832, United States
Telephone: +18043768811
Price range: $$$

Welcome from Profit First REI! We look forward to working together!

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Step 1 of 4 - Basic Info

Name*
First Last
Email Address*
Enter Email Confirm Email
Phone*
Company Name*
Brief Company Description*
How many employees does your company have?*
- 1-10
- 11-25
- 26+
Mailing Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

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How did you hear about us?*
How many deals do you do or rentals do you buy in a year?*
Do you have any partners and if so, who is the primary decision maker?*
What type of business(es) are you doing?*
Do you have a rental portfolio?*
- Yes
- No
What CRM are you using currently?*
If you have a portfolio, how many do you own, and are you using a property manager and rental portfolio management software system? If so, which one?*
Do you have employees and/or sub-contractors? How many?*
If you have employees are you doing the payroll in-house or through a 3rd-party?*

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Do you currently have a bookkeeper or bookkeeping services?*
Do you have a QuickBook Online account or a different finance software?*
How many entities do you manage with your finance software?*
Are your books currently up to date? If not do you know how behind you are?*
Do you currently work with a Tax CPA or Accountant? If so, who is it?*
Are you current on tax returns? If not, when did you last file?*
How many bank accounts do you have right now?*
How many business credit cards?*
Do you have the purchase and sale documents for all your properties stored online somewhere?*

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Simple CFO Solutions

27272 Three Notch Rd

Mechanicsville, MD 20659

profit@SimpleCFOSolutions.com

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Simple CFO Solutions Certified Profit First Professional

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