Client Onboarding - The Tributum Group

Personal Information

First Name *

Last Name *

Email Address *

Phone Number *

Username *

Password *

Business Information

Company Name *

Industry *

Business Size *

Years in Business *

Company Website

Primary Business Address *

Street Address

Unit/Apt/Suite (Optional)

City

State

Zip Code

Financial Context

Current Annual Revenue Range *

Primary Financial Challenges (select all that apply) *

Cash flow management Growth planning and scaling Tax optimization Financial planning and analysis Risk management Investment decisions Working capital optimization Other challenges

Do you currently have a financial advisor/CPA? *

If yes, advisor/firm name

Communication Preferences

How did you hear about us? *

Preferred Communication Method *

Best Time to Contact *

How soon would you like to get started? *

Select Your Package *

Free Plan — $0/month

Income statement tracking with manual entry or CSV upload. No integrations.

Tier 1 — $89/month

Single location essentials: bookkeeping, financial statements, and tax planning.

Tier 2 — $299/month

Multi-location intelligence: everything in Tier 1 plus cash flow forecasting and advisory.

Tier 3 — $699/month

AI-enabled growth planning: everything in Tier 2 plus strategic consulting and growth modeling.

Speak to Sales

Custom requirements, enterprise needs, or questions about which tier fits best.

Specific Goals or Questions

Upload Financial Documents (Optional)

Drop files here or click to browse

Financial statements, P&L, cash flow reports (PDF, Excel files)

Review & Submit

I agree to the Terms of Service and Privacy Policy *

I'd like to receive updates about services, market insights, and financial tips via email

Application Submitted Successfully!

Thank you for choosing The Tributum Group. Our team will review your application and contact you within 1-2 business days to discuss next steps and schedule your initial consultation.