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Intake Form

Form 1: Company Profile


Tell us a bit about your company, so we can tailor your financial insights just right

Please enter the legal or trade name of your business.

Enter your business’s website URL. If you don’t have one, feel free to skip this step.

What best describes your industry?

Choose from the dropdown to match your primary industry or service sector.

What is your business size?

Select the range that reflects the total number of employees in your business.

Revenue (Last Fiscal Year):

Select the range that reflects your approximate total revenue for the most recent fiscal year (in USD).

How long have you been in business?

Pick the option that reflects how long your business has been operating.

Country

Now, let’s dive into the next step to make sure we’ve got all the details we need to build your perfect financial toolkit

Abstract Waves

Products 

Background

We do the deep tech part, you create the future

Embrace Innovation
Make a difference
 

Abstract Waves

Selling, General & Administrative Expenses

Abstract Waves

Personnel

Form 2: Products / Services


Share your key products or services along with their prices and costs

What is the primary nature of your business offering?

Choose the primary category or type of product or service your business provides.

Product List

Product 1

Product 2

Product 3

Product 4

Product 5

Product 6

Product 7

Product 8

Product 9

Product 10


If you have a complete product/service list, upload it here in a PDF, Excel, or Word format.


Form 3: SG&A Expenses


Tell us about your operating costs, so we can identify areas for savings and efficiency

G&A Expenses - Initial Costs

(If your business is a startup, use this section to tell us when your initial costs began. If you’re an existing business, you can skip this field)

Starting Month for Tracking Costs

Choose the month when you want to start tracking these expenses.

Example: If you want to begin in July, select 7 from the dropdown.

Legal Fees for Setting Up

Enter the total legal fees you incurred to set up your business.

Other Initial Costs

Provide any other one-time expenses you incurred during the first year.

General Costs (Starting from Year Two)

What general operational expenses do you expect annually from year two onward?

Professional Services & Insurance

How much do you spend on professional services (e.g., legal, accounting) and insurance every month?

G&A Expenses

Building Rent

Enter your monthly rent for business location.

How many locations do you currently operate?

Building Maintenance & Utilities

Include utility bills, repairs, and regular maintenance.

Equipment Maintenance

Enter the amount you spend on maintaining equipment.

Administrative Costs (Phone & Internet)

How much do you spend on administrative services like phone and internet?

Security & Control Systems

Include costs for security systems, control systems, and similar services.

Other G&A Expenses

List any other expenses not mentioned above

Other G&A Expenses

List any other expenses not mentioned above

Property Taxes

Enter the total amount of property taxes you pay each quarter.

Community Service (% of gross receipts)

If applicable, provide the percentage of gross receipts allocated to community service programs.

SG&A Expenses - Marketing & Sales Expenses

Starting Month for Tracking Costs

Choose the month when you want to start tracking these expenses.

Example: If you want to begin in July, select 7 from the dropdown.

Marketing Expenses (PR, Branding, Online and Offline advertising)

How much do you spend on marketing and advertising monthly?

Other Marketing & Sales Expenses

Include any other sales and marketing-related costs.

Subscriptions & Professional Services (% of Revenue)

If applicable, enter the percentage of revenue spent on subscriptions and professional services.

Miscellaneous Services (% of Revenue)

If applicable, enter the percentage of revenue spent on miscellaneous services.

CAPEX

Land & Development Costs

Enter Start Month

Choose the month you want to start tracking land development costs.

Enter any costs for land acquisition and development.

Space Improvements

Include costs for renovations or building out office spaces, kitchens, bathrooms, etc.

Security System

Include costs for cameras, metal detectors, or other security equipment.

Furniture & Equipment

Enter costs for POS systems, furniture, storage, and display equipment.

Computer Software

Enter the cost for accounting, payroll, or CRM software.

Other CAPEX Costs

Include any other capital expenses not listed above.

Long-term Debt

Debt Repayment Percentage

Enter the percentage of the loan that you repay each month.

Long-Term Debt Repayment

Planned Start of Loan Repayment

• If you are currently making payments, enter 1 to indicate that payments have already started.

• If payments will start in the future, enter the number of months from today until the first payment (e.g., 3 for payments starting in 3 months).

Months to Repay Debt

Enter the total number of months it will take to repay the debt.

Enter the same email you used earlier.

Form 4: Employee Roles and Salaries


Option 1: Manually Enter Employee Details

• Use the form fields below to enter details for key employees or roles individually Option 2: Upload Employee List

• If you have many employees, upload a list instead of filling out the form manually.

• Required Columns: Role, Start Date (Months from Now), Base Salary, Benefits %, Social Security %, Medicare %, Insurance %.

Allowed File Formats: CSV, Excel, PDF

Senior Management

Month (Start date)
Month (Start date)
Month (Start date)
Month (Start date)

Business Development

Month (Start date)
Month (Start date)
Month (Start date)

Sales

Month (Start date)
Month (Start date)
Month (Start date)
Month (Start date)

Marketing

Month (Start date)
Month (Start date)
Month (Start date)

IT

Month (Start date)
Month (Start date)
Month (Start date)

Other

Month (Start date)
Month (Start date)

This is it! This concludes the intake form. All you have to do now is sit back and relax. Our team will diligently work on your behalf making your finances easier to oversee and manage your business than ever before.

Enter the same email you used earlier.

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