Executive Services
CFO intake

Client intake — CFO

The finance seat, scoped in writing.

Answer what you can. Anything left blank can be covered in the first conversation.

Before you begin. Executive Services is not a law firm or an accounting firm, and it is not your attorney or your accountant. Where it prepares documents, they may need to be reviewed by your own attorney before you sign or rely on them. It does not represent anyone in court.

Do not include confidential or privileged information in this form. Documents are exchanged only after an engagement is in place.

About you and the company

Fields marked * are required.

Leave blank if no entity exists yet.

The finance function

Scope is set per engagement. These answers shape the first conversation.

Form of engagement
What is driving the need

For example, QuickBooks, Xero, NetSuite.

Does the company have an outside CPA
Are the financial statements current
Will the role need signature, banking, or officer authority

Where it does, the authority is fixed in a written officer designation and, if used, a limited power of attorney scoped to enumerated authority.

Acknowledgments

Each statement must be checked before the intake can be submitted.