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Please complete this form in its entirety so we have a better understanding of where you are before the session, all fields are required to Claim the Bonus.

Which best describes you?

CEO or Founder of a service-based business

Agency Owner or Online Educator

Consultant / Coach generating consistent revenue

Not in business yet (please exit — this session is for active founders)

What’s your approximate annual business revenue?

$100K–$250K

$250K–$500K

$500K–$1M

$1M+

What’s your financial situation right now?

Revenue is strong, but profit is unpredictable

I’m hitting revenue ceilings & need financial systems to scale

My cash flow is inconsistent and I can’t make informed decisions

I’m hiring or growing and need more clarity before I expand

Type an Option Everything is working fine — I just want to optimize

Who currently manages your business finances?

Just me — I’m DIY-ing everything

I have a bookkeeper, but I don’t fully understand the numbers

I have a CFO/fractional CFO

None yet — it’s all in my head

Which of these best describes your current goals?

Increase profit margin

Create financial systems for scale

Build a team and hire smart

Prepare for sustainable growth

Exit someday / prep for investment

I just want to stop feeling overwhelmed

What’s the biggest thing holding you back from true financial clarity?

Have you ever worked with a CFO or mentor to get financial clarity before?

Yes

Not sure what that even looks like

If we’re confident we can help you, are you open to investing in strategic support to implement a Clarity Code Plan for your business?

Yes, I’m willing and financially able

Yes, but I’d want to explore options

Not at this time

Are you willing to do the work to become the CFO of your own business and lead with financial clarity?

Yes — I’m ready to step up

I want to, but I’m nervous

No — I want someone else to handle everything

This session is for mission-driven entrepreneurs who want to lead with integrity, impact, and intentionality. Do you promise to show up fully, on time, and ready to grow?

Yes, absolutely

No, after completing this, seeing this is for growth!! Im going to run!