Financial Strategy Inquiry

Fill out the information below to inquiry about a financial strategy call. Once it has been submitted, you will receive an email with your next steps! I look forward to chatting with you soon 🫶

First Name *

Last Name *

Phone

Email *

What's your biggest challenge with your finances?

What software are you currently using for your bookkeeping?

Xero

QuickBooks online

Wave

Other/None

If you have a software, are you willing to invite Angeliese to your account to review your information following the call?

Yes!

No!

I don't have a software

What are you hoping to accomplish during this call?

I Consent to receive SMS notifications, alerts & occasional email marketing communication from Bookkeeping with Wisdom LLC. Message frequency varies. You can unsubscribe at any time.

By checking this box, you acknowledge that this Financial Strategy Call requires a non-refundable payment and includes up to two reschedules. Additional reschedules or missed calls without prior notice may result in forfeiture of the session. Exceptions may be made for true emergencies at Owner's discretion.