Start Your Free Financial Review with Neil Ducoff

Step 1 of 2: Tell us about you

Getting a financial review with Neil is easy. Just fill out a short questionnaire below, and upload your financials to our secure site on step two. Neil will then review your financials and contact you within four days to set up a confidential Zoom meeting to discuss his findings and provide recommendations.

CONFIDENTIAL: We take your confidentiality very seriously. All documents will be uploaded to our secure server and reviewed in strict confidence.

NOTE: You will need the following two financial reports on-hand to upload for step two:

Profit & Loss Statement for 2023 year-end. Must have % of income column.
- If possible, include 2024 year-to-date Profit & Loss Statement. Must have % of income column.
Balance Sheet for December 31, 2023.
- If possible, include Balance Sheet for 2024 year-to-date.
- Even better, provide your Balance Sheet for December 31, 2023, and year-to-date, with previous year comparison.

First Name *

Last Name *

Email *

Company Name

Company Website

Number of Locations

Number of Service Providers

Number of Guest Service/Front Desk Staff

Number of Administrative Staff

Current Productivity Rate (answer as best you can)

Current First-time Client Retention Rate (answer as best you can)

Current Prebook Rate (answer as best you can)

Current Existing Client Retention Rate (answer as best you can)