Client Assessment Form

NuVu Advisory

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NuVu Advisory

Primary Contact Name

Title/Position

Email:

Phone:

Business Address:

How many years in business?

What state is your business incorporated in?

How many locations do you operate?

How many employees do you currently have?

Annual $USD revenue (range)

New Field:

What accounting software do you use? (None if no current system)

Who manages your financial records?

Me Personally

Accounting Team

Outside Firm

Do you have an annual budget?

Yes

Do you know understand how to read and interpret your Income Statement::

Yes

No No

Do you understand how to read and interpret your Statement of Cash Flow?

Yes

Do you currently review any finance or operations dashboards on a regular basis?

Yes

What level of excel skills do you personally possess?

None

Beginner

Intermediate

Expert

Please provide an overview of your business and its structure?

Please describe your current accounting processes and any pain points you've encountered?

What is currently your biggest need regarding finance and accounting services for your business?

Do you have any specific financial goals or challenges you'd like assistance with?

How often do you handle financial transactions and record them?

What specific financial reports or insights are crucial for your decision-making?

Thank you for contacting us.
We will get back to you as soon as possible.

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Location

3245 Peachtree Pkwy, Suwanee, GA 30024, United States of America

Email

allan@urnuvu.com

NuVu Advisory Services

Navigation

Home
About Us
- Our Services
- Our Leader
Reporting
- Premium Dashboard
Nsites
- Nsites Portal
- Video
Client Assessment Form
Contact Us

Working hours

Mon - Fri: 8:00 am - 6:00 pm
Sat - Sun: Closed

NuVu Advisory Services

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