Advisory Application

Tell me about your business.

This application helps me understand where you are, what feels unclear, and whether advisory is the right fit. There are no wrong answers — just be honest.

Basic Information

Full Name *

Business Name *

Email Address *

Website (optional)

Primary Social Handle (optional)

Where are you currently based? *

Revenue & Business Stage

What is your current average monthly business revenue? *

How consistent is your revenue right now? *

Very consistent Somewhat consistent Launch-based / fluctuates Seasonal Not sure

What was your approximate revenue over the last 3 months? (optional)

Month 1

Month 2

Month 3

What is your biggest business goal over the next 6–12 months? *

Scope Acknowledgment

Please confirm you understand the scope of Digital Product CFO Advisory.

I understand advisory is not investment management. I understand advisory is not personal financial planning. I understand advisory is not legal advice. I understand advisory does not include tax return preparation unless separately agreed in writing. I understand advisory is business visibility and decision-support guidance, and I remain responsible for my business decisions.

Anything else you want me to know before reviewing your application? (optional)

Tell me about your business.

Basic Information

Business Model

Revenue & Business Stage

Current Financial Setup

What Feels Unclear

Advisory Fit

Scope Acknowledgment