Talk to us
Answer a few questions. We come to the call already briefed.
This is a 30-minute conversation, not an assessment. Thirty minutes is enough to understand what is stuck and tell you honestly whether we are the right firm for it. A real assessment of your close and controls takes a few weeks and we scope it separately, in writing, before anyone commits to it.
United States
WiseOwl Partners LLC
U.S.
[email protected]
Philippines
WiseOwl Solutions Philippines Inc.
Philippines
[email protected]
1 of 7 · Company information
What is your company name?
What industry are you in?
Approximately how large is your business?
2 of 7 · Current finance team
Who currently handles accounting?
Select all that apply.
Do you currently have a finance leadership role?
3 of 7 · Why you are looking for help
What prompted your inquiry?
Select all that apply.
4 of 7 · Accounting operations
How quickly do you close your books each month?
How would you describe the quality of your financial reporting?
5 of 7 · Audit and reporting readiness
Does your company currently undergo an audit or review?
If yes, what are your biggest audit or review challenges? optional
Are management reports produced on a recurring schedule?
6 of 7 · Where you want help
Which areas would you like help with?
Select all that apply.
7 of 7 · Documents
Which of these could you share before the call? optional
Please do not upload anything here. We will ask for them by email once we reply. They help us prepare for the discussion and give more meaningful feedback during the review.
What we heard
Writing your note…