Thanks for taking the time to fill out our Intake Questionnaire! This form gives us a deeper understanding of your business and the services you’re looking for, so we can make the most of your free consultation.
It only takes about 3–5 minutes to complete, and the information you share helps us come prepared with insights and recommendations tailored to your needs.
Once submitted, you’ll receive an email from us within 1–2 business days with a link to schedule your consultation. All meetings are held virtually via Microsoft Teams, and communications will be sent to the email you provide.
To ensure you receive our messages, please add hello@rootedledgerco.com to your contacts so nothing gets lost in spam or junk folders.
We truly appreciate your interest and look forward to connecting with you soon!
