Step 2 of 2 — Intake

Tell Casper
about your situation.

Two quick sections. Under 3 minutes. Casper reads every submission personally before reaching out.

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Services
1
About you
2
Situation
Contact information
How Casper will reach you.
Company profile
Helps Casper assess fit before the call.
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What's driving this engagement?
Helps Casper understand the trigger and prioritize the discovery conversation.
Budget & decision
Candid answers save everyone time. Casper reads this personally.
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Retainer engagements require clean books in QBO or Xero. If your books aren't current, Casper will refer you to a vetted bookkeeper and reconnect in 60–90 days. This is non-negotiable.
Submitted.
Casper reviews every submission personally and replies within 24 hours.
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