No Plan Kick-Off Questionaire | Client Matchmaking

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In order for us to match you with your ideal prospect we need to know a couple of details. Please make sure to fill this form completely. We will not be able to start your campaign with out this information.

If you have not upgraded you LinkedIn to Sales Navigator Professional please do so in order for us to proceed with your LinkedIn Campaign.

Name

Location of Practice

Email

Company

Phone

LinkedIn Email and Password

Position

Connection Count - on LinkedIn

Calendly Booking Link or NA

What is the smallest size client you are as willing to work with in terms of revenue?

Please Check all boxes that apply to your preferences

Accounting Software * Required

Intuit QuickBooks Online

FreshBooks

Pabbly

Wave

Sage 50cloud

Xero

Zoho Books

GoDaddy Bookkeeping

Kashoo

AccountEdge Pro

OneUp

Tipalti

OnPay

NetSuite ERP

FreeAgent

Accounting Seed

Sunrise by Lendio

Zipbooks

Holded

MIE Trak Pro

Financial Statement Analysis

SAP ERP

NetSuite

SAP Business One

BlackLine

Mode

Microsoft Power BI Desktop

Domo

QuickBooks Desktop Enterprise

Chartio

Toucan TocoAcumatica

Tableau Desktop

Sisense

TallyLooker

INDUSTRIUSCFO

READYRATIOS

FATHOM

STYLEANALYTICS

JOIIN REPORTING

T-RECS

RUNWAY

IDACITI

JURIS ANALYST

Aconex

ComputerEase

ECi MarkSystems

Knowify

ePROMIS Construction ERP

Procore

Morpheus Data

Buildertrend

Cloudify

CloudBolt

CloudCheckr

Cloudability

Smart Service

Archdesk

Oracle Primavera

iCompaas

Scalr

Cloudways

Spotinst

ProTenders

Preferred Geogrphic Regions:

Alabama

Alaska

Arizona

Arkansas

California

Colorado

Connecticut

Delaware

Florida

Georgia

Hawaii

Idaho

Illinois

Indiana

Iowa

Kansas

Kentucky

Louisiana

Maine

Maryland

Massachusetts

Michigan

Minnesota

Mississippi

Missouri

Montana

Nebraska

Nevada

New Hampshire

New Jersey

New Mexico

New York

North Carolina

North Dakota

Ohio

Oklahoma

Oregon

Pennsylvania

Rhode Island

South Carolina

South Dakota

Tennessee

Texas

Utah

Vermont

Virginia

Washington

West Virginia

Wisconsin

Wyoming

Scope of Services: * Required

Bookkeeping

Controller

Outsourced CFO

Tax Preparation

Tax Planning

Finacial Advisor

Tax Resolution

Exit Planning

Financial Planing

Payroll

Audits

Financial Planning

Job Costing

Industries * Required

Accounting

Airlines/Aviation

Alternative Dispute

Resolution

Alternative Medicine

Animation

Apparel & Fashion

Architecture & Planning

Arts and Crafts

Automotive

Aviation & Aerospace

Banking

Biotechnology

Broadcast Media

Building Materials

Business Supplies and

Equipment

Capital Markets

Chemicals

Civic & Social Organization

Civil Engineering

Commercial Real Estate

Computer & Network Security

Computer Games

Computer Networking

Computer Software

Construction

Consumer Electronics

Consumer Goods

Consumer Services

Cosmetics

Dairy

Defense & Space

Design

Education Management

E-Learning

Electrical/Electronic

Manufacturing

Entertainment

Environmental Services

Events Services

Executive Office

Farming

Financial Services

Fine Art

Fishery

Food & Beverages

Food Production

Fund-Raising

Furniture

Gambling & Casinos

Glass

Government Administration

Government Relations

Graphic Design

Health

Higher Education

Hospital & Health Care

Hospitality

Human Resources

Import and Export

Individual & Family Services

Industrial Automation

Information Services

Information Technology and

Services

Insurance

International Affairs

International Trade and

Development

Internet

Investment Banking

Investment Management

Judiciary

Law Enforcement

Law Practice

Legal Services

Legislative Office

Leisure

Libraries

Logistics and Supply Chain

Luxury Goods & Jewelry

Machinery

Management Consulting

Maritime

Market Research

Marketing and Advertising

Mechanical or Industrial

Engineering

Media Production

Medical Devices

Medical Practice

Mental Health Care

Military

Mining & Metals

Motion Pictures and Film

Museums and Institutions

Music

Newspapers

Non-Profit Organization

Management

Oil & Energy

Online Media

Outsourcing/Offshoring

Package/Freight Delivery

Packaging and Containers

Paper & Forest Products

Performing Arts

Pharmaceuticals

Philanthropy

Photography

Plastics

Political Organization

Primary/Secondary

Education

Printing

Professional Training &

Coaching

Program Development

Public Policy

Public Relations and

Communications

Public Safety

Publishing

Railroad Manufacture

Ranching

Real Estate

Recreational Facilities and

Services

Religious Institutions

Renewables & Environment

Research

Restaurants

Retail

Security and Investigations

Semiconductors

Shipbuilding

Sporting Goods

Sports

Staffing and Recruiting

Supermarkets

Telecommunications

Textiles

Think Tanks

Tobacco

Translation and Localization

Transportation/Trucking/Railr

oad - Shipping Containers

Utilities

Venture Capital & Private

Equity

Veterinary

Warehousing

Wholesale

Wine and Spirits

Wireless

Writing and Editing

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