Request a diagnostic

Form CF-1

Diagnostic request

What won’t your books tell you?

No logins and no exports, just how the business runs today. You don’t need to know which service to pick.

Form CF-1

Diagnostic request

What won’t your books tell you?

No logins and no exports, just how the business runs today. You don’t need to know which service to pick.

Review mode. This demo has no destination, so nothing you send is delivered. Use fictional details to explore the flow.

Your name

Work email

Business name

Where are you today?

Building a finance foundation

Growing across channels

Improving an established operation

Working through a backlog

Not sure yet

Where does the business sell?

Choose all that apply.

Shopify

Amazon

Wholesale

Other marketplaces

Retail or another channel

What needs fixing first?

Choose the questions that matter most.

Understanding payouts and reconciliation

A more dependable monthly close

Product costs and margin reporting

Inventory commitments and cash planning

A regular CFO review

Working out the right scope

How are the books handled today? (optional)

What should the first call answer? (optional)

Keep this general. Do not include credentials, bank details, customer records or sensitive financial figures.

I understand this is a demonstration and nothing will be delivered.

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Nothing is sent until the practice connects a destination. You can still preview the confirmation page.

What happens next

A short diagnostic
Tell us how you sell and what keeps breaking.
A call about your setup
We go through your setup and the question behind the request.
A written proposal
Deliverables, owners and the fee, in writing before work begins.

Do not include passwords, account numbers, customer records or sensitive financial documents.

Commerce Finance

Bookkeeping, inventory accounting and CFO support for ecommerce brands.

Practice

Start

Legal

Commerce Finance is a fictional practice created to demonstrate this template. Its scenarios, services and team descriptions are examples to replace before launch. Platform names describe operating contexts; no partnership is claimed.

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