What Happens Next

Clear steps that bring organization and consistency to your financial information.

Provide a few details about your business and current financial recordkeeping.

Once submitted, you will be prompted to complete your consultation payment to secure your consultation time.

After payment is received, you will receive confirmation and scheduling instructions for your consultation with Hunter Financial Management Group.

Client Consultation Intake Questionnaire

Please complete the questionnaire below to begin your consultation request.

What is the name of your business?

What type of business do you operate?

Approximately how long have you been in business?

What bookkeeping system are you currently using?

How up to date are your financial records?

What services are you interested in?

Approximately how many bank or credit card transactions does your business have per month?

What is your primary goal for working with a bookkeeping professional?

How were you referred to Hunter Financial Management Group?