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Free Assessment - Questionnaire

To receive your free assessment ($500 value), fill out the form below and press "Submit". You will receive an e-mail to confirm that we received your information, followed by a telephone call to set up a time and location for your assessment.

The more complete the information you provide below, the more productive our meeting will be, and the more accurate our final assessment. We hope that you find the questions straightforward and easy to answer. If you are unable to answer a question, leave it blank, or call us at 1-415-289-5050 for assistance.

Of course, all the information you provide is strictly confidential.

Contact Information
ZIP Code -
E-Mail Address
Verify E-Mail Address
General Company Information
Number of Employees
Years in Business
Number of Business Locations
Type of Business Entity
Publicly held? Yes No
Funding Source
Your Products or Services
Type of Product or Service
Type of Sales
Do you manufacture your products? Yes No
Is inventory a major component of your business? Yes No
Financial Information
Revenues (most recent 12 month period)
Profitable? (most recent 12 month period) Yes No
Type of Accounting System in use
How often do you generate financial reports?
Do you prepare an annual budget? Yes No
If so, do you compare actual results to budget amounts? Yes No
Additional Comments

Or call us now at 1-415-289-5050!!

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