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Thank you for your interest in Chad Lundgren, CPA, LLC. To help us understand how we can best support you, please take a moment to share a bit about your current financial setup. If we’re the right fit for your needs, we’ll schedule a discovery call to learn more about your goals and explore how we can support your growth with clarity, structure, and strategy.

First Name*

Last Name*

Email*

Phone*

Brief background of your situation*

What's your Instagram or website URL?*

What is your current annual revenue?*

$0 - 100,000

$100,000 - $200,000

$300,000 - $500,000

$500,000 - $1M

$1M+

How confident are you with the completeness and accuracy of your accounting records?*

Books are perfect: All records are completely up-to-date, accurately recorded, and thoroughly documented.

Mostly accurate: Records are well-maintained with minor discrepancies or updates needed.

Moderately confident: Some records may not be up-to-date or fully detailed. Moderate effort is needed to verify and correct discrepancies to ensure accuracy.

Somewhat uncertain: Records are somewhat disorganized or outdated. Significant effort is required to update and verify details for accuracy.

Not confident: Records are poorly maintained, with many inaccuracies and missing details. Comprehensive review and overhaul are necessary to bring records to a reliable state.

In order to delivery the highest quality of service, we strongly prefer that all clients be enrolled in a monthly or quarterly bookkeeping plan with us. Are you okay with this?*

Absolutely — I want a partner to handle everything.

I’m open to discussing it.

I only need help filing my taxes.

I’m just looking for one-time advice or a consultation.

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