RAMOT Consulting Group

New Client Intake

Contact

Business

Services

Financials

Goals

Contact Information

Tell us who we'll be working with.

First Name

Last Name

Title

Company

Phone

Preferred Contact

How did you hear about us?

Business Overview

Help us understand your business.

Legal Business Name

DBA (if applicable)

Entity Type

State of Formation

Year Founded

Industry

# of Owners

# of Employees

Use of Contractors?

Brief Business Description

Services Needed

Select all that apply — we'll scope accordingly.

Accounting & Compliance

Bookkeeping Month-End Close Financial Statements Payroll Tax Preparation Sales Tax Compliance

Strategic Finance

Fractional CFO Financial Reporting Business Incorporation AI Integration Budgeting & Forecasting KPI Dashboard Setup

Transaction Advisory

Due Diligence Quality of Earnings Deal Structuring Post-Transaction Integration

What's driving the need right now?

Financial Complexity

This helps us scope the engagement accurately.

Annual Revenue (approx.)

Monthly Transaction Volume

# of Bank/CC Accounts

# of Legal Entities

Current Accounting Software

How current are your books?

Complexity Factors (select all that apply)

Multi-state operations International activity Inventory / COGS E-commerce Equity compensation Real estate holdings Intercompany transactions Outside investors / lenders

Goals & Logistics

Final details to help us prepare your proposal.

What outcomes are you looking for?

Target Start Date

Monthly Budget Range

Current CPA / Accountant?

Current Attorney?

Are you replacing a current provider?

Preferred Discovery Call Format

Anything else we should know?

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Thank you!

We've received your intake form and will be in touch within one business day to schedule your discovery call.