Financial Consulting | Suwanee GA | Nsites Financial Reporting and Dashboarding

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(252) 294-7644

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by NuVu Advisory Services

Home
Client Assessment Form
User and Data Privacy Policy
Licensing Agreement

Client Assessment Form

Primary Contact Name

Title/Position

Email:

Phone:

Business Address:

How many years in business?

New Field:

How many locations do you operate?

New Field:

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

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

New Field:

Please describe your current accouting 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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NuVu Advisory Services

Our difference hinges on our 30+ years of experience across corporate finance and accounting and manufacturing operations coupled with our proprietary dashboarding tool Nsite. Nsites - designed by CFOs, Built for Leaders!

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