Fractional CFO Intake — Peridot Financial Solutions

Let's get acquainted.

Tell us a bit about yourself so Cameron can come prepared for your conversation.

First Name * Required.

Last Name * Required.

Email Address * Please enter a valid email.

Phone Number

City / ZIP Code * Required.

Preferred Contact Method

Tell us about your business.

This helps Cameron understand your context before your clarity call.

Business Name * Required.

Business Entity Type

Years in Business

Approximate Annual Revenue

Number of Employees

Industry

What's driving this conversation?

Select everything that resonates — this helps Cameron focus on what matters most in your clarity call.

What's your biggest financial challenge right now? *

Cash flow problems Revenue is up but money feels tight — or I can't predict when I'll have cash.

Tax surprises I owed a lot last year or I'm worried I will again — I need a real plan.

Big decisions coming up Hiring, equipment, a loan, expansion — I want financial guidance before I commit.

I get reports but don't understand them Numbers exist but nobody explains what they mean or what to do next.

Lender or investor readiness I need professional-quality financials to qualify for financing or attract investment.

Scaling & growth planning Business is growing fast and my financial systems haven't kept up.

Are you currently using accounting software?

QuickBooks Online

QuickBooks Desktop

Other (Wave, Xero, spreadsheet, etc.)

Nothing formal yet

Almost there.

Just a few final details so Cameron can make the most of your clarity call.

Which CFO tier are you most interested in?

Foundations — $750/mo Monthly financial review + 1-hr strategy call. Great starting point.

Advisory — $1,500/mo Adds budget vs. actual, cash flow forecasting, and 2-hr calls.

Strategic — $2,500/mo Full engagement: KPIs, growth planning, investor-ready reporting.

Not sure yet We'll figure it out together on the call.

When are you looking to get started?

Immediately — I'm ready now

Within 30 days

Next quarter

Just exploring right now

How did you hear about us?

Anything else you'd like us to know?