Help me get to know you! A few quick questions before we get started: Name * First Name Last Name Email * Number How did you hear about me? * Tell me about your business. What do you do? How long have you been in business? What makes NOW the right time to get help with your bookkeeping? * Which of the following is the biggest motivator for outsourcing your bookkeeping? Saving time so I can focus on the income-producing parts of my business Seeing how my business is doing so I can increase profits Removing a burden and worry that looms over me constantly All of it! Nothing Yet Something Else What stresses you out most about the current state of your books? How would you feel if your books were handled and under control? How are you currently keeping track of your books? QuickBooks Online Xero Spreadsheet Paper and Pen Nothing Yet Something Else Approximate Gross Annual Revenue Less than $100k $100k - $500k $500k - $2M $2M+ Approximately how many transactions does your business have per month (including business checking, savings, PayPal/credit card) If we decide that working together is a good fit, when will you be ready to start? ASAP Within the week Within the month I'm not sure What role does your business play in your life? How does it support—or how would you like it to support—your personal goals and aspirations? Thank you! I’ll get back to you as soon as I can!
