Welcome to KDP Tax Services!

This Fractional CFO Kickoff Form is designed to streamline your onboarding process and ensure we have all the necessary details to provide strategic financial guidance tailored to your business needs.

By completing this form, you will:

Provide key business and financial details for our review

Select your Fractional CFO Subscription Plan

Set up automatic recurring payments for your chosen plan

Gain access to your SuiteDash Client Portal for financial reporting and strategy meetings

What Happens Next?

After submission, you'll receive an onboarding email with access to your secure client portal, instructions to upload financial documents, and a link to schedule your first CFO strategy call.

Important: This form must be completed in full to activate your subscription and begin services.

Let's get started on optimizing your business finances!