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Finance | CFO+
Call us at (800) 590-PATH (7284), email us at
contact@plotpath.com
, or enter your name and email below and we'll get back to you.
First Name
Last Name
Company Name
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Email Address
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Phone Number
Phone Number
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The rest is optional, but will help us get to know your needs
About yourself
What's your role in the business
Owner or CEO or President
CFO or Finance/Accounting Staff
Other
Current Finance and Accounting Resources
Tell us about your current staffing situation
In-house CFO
In-house Controller or Bookkeeper
Virtual CFO
No finance or accounting personnel
Your biggest concerns
Your biggest concerns
These questions keep you up at night...
Cash flow. Will I run out of cash? When?
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
Budget and KPIs. Is the business performing as well as it could? Which areas need improvement?
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
Financial Statements. I need to present them for the bank (or investors, partners, etc.) and they are a mess.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
Other Comments
Thank you
for reaching out to PlotPath Finance. We will get in touch with you shortly!