Basic Information

First Name

Last Name

Phone *

Email *

What's the best way to contact you?

Phone

Text

Business Details

What type of business do you own?

How long have you been in business?

What industry are you in?

How many employees/contractors do you have?

Do you have a separate business bank account?

Yes

Current Bookkeeping Setup

How are you tracking income & expenses right now? (Spreadsheet, Software, Paper receipts, Not tracking consistently)

How often do you reconcile your accounts?

Do you already work with a CPA or tac professional?

Yes

Services Needed

What bookkeeping services are you interested in?

Monthly reconciliations

Accounts payable/receivable

Catch-up/clean up bookkeeping

Tax Preparation Support

Financial reporting (P&L, Balance Sheet, Cash Flow)

Are you behind on your bookkeeping? If so, how many months/years?

What is your biggest frustration with your current bookkeeping process?

Budget & Timeline

What is your estimated monthly revenue?

What's your budget for bookkeeping services? (give ranges or leave open)

When would you like to get started?

Immediately

Within 30 Days

Next 3 Months

6+ Months

Closing Question

Is there anything else you would like for us to know about your business or bookkeeping needs?

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