Client Intake · Confidential

Tell us about
your business.

A ten-minute intake — the same questions we'd ask on a first call. The more you can share, the sharper the conversation will be when we connect.

~10 minutes Confidential Reviewed by Christina or Shane

Thank you — your intake is in.

Christina or Shane will personally review your responses and respond within two business days. If we're a fit, we'll propose a time to talk.

Mandrell's CFO Services · Gainesville, FL

01 Who you are

First name *

Last name *

Your role *

Company name *

Email *

Phone *

02 About the business

Industry *

Annual revenue range *

Headcount

State of operation *

Entities & states Helpful context. If it's complicated, just write a sentence or two.

03 Current accounting setup

Who handles your books today? *

An in-house bookkeeper or accountant An outsourced firm / contractor The owner does it (or a family member) A mix — partly in-house, partly outsourced Honestly? Things are behind and we need a reset

Accounting software

05 What's driving this

What's the most painful thing about your accounting right now? *

Six months from now, what would feel like a win?

How did you hear about us?

06 One quick check

In accounting, what's the abbreviation AR short for? Type the second word — "Accounts ____"

This is here to keep the spam out of Christina's inbox — sorry for the small hoop.

By submitting, you agree to be contacted about your inquiry. We don't sell, share, or rent your information.

Tell us aboutyour business.

Thank you — your intake is in.

Tell us about
your business.