Client Intake

Tell us what's
on your mind.

No jargon, no pressure. Just tell us what's stressing you out financially and what you'd love to have sorted. We'll take it from there.

Your Name

Your Email

What kind of business do you have?

Don't worry about being precise — a one-liner is fine.

What's concerning you right now?

Pick as many as apply — or just skip to the box below.

Taxes feel overwhelming

I don't know if I'm profitable

My books are a mess

Cash flow is unpredictable

I'm not saving enough for retirement

I'm paying too much in taxes

I need to register my business

I got a notice from the IRS

I'm growing and need financial guidance

I have no idea what I'm spending

I want to plan for the future

Something else

In your own words — what's the biggest financial headache right now?

No need to be technical. Just tell us what keeps you up at night.

What would "sorted" look like for you?

Dream a little — what does financial peace of mind look like for your business?

How did you hear about Celestia? (optional)

✦

You're in
good hands.

We've received everything. James will review your intake and reach out within one business day to set up your free consultation.