Book A Call with Kaitlin

Let’s chat about your business!

Kaitlin Kirk
Chartered Professional Accountant

Pre-Call Questions

Please answer these questions so I can get to know a little bit about you and your business before our call. It’ll give us more time to go over what’s on your mind because I won’t need to ask for background information.

Schedule A Call with Kaitlin

Introduce Yourself

Your Name *

Last *

Where do you live? *

How To Best Contact You

Email Address *

Phone Number

I'm okay with communicating by

Phone

Video Call

Choose your preference(s) for communicating. Personally, I prefer video calls because I'm able to share my screen as I explain things.

Help Me To Understand Your Business

Business Name

Where are you in the business lifecycle?

Pre-Launch - Just getting organized

New - In the early days

Operating - Active sales and customers

Winding Down - Planning for retirement or succession

Describe your business, products, and services.

Your business website

Social media profile link

If your business is active on a social media platform, please provide a profile link.

Growing Your Business

What are your goals for growing your business?

What are your 3 biggest challenges in your business right now?

Is there anything else on your mind about this call, or your business?

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On the next page you can pick a time in my calendar for us to talk.