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What is your business name and entity?
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What industry are you in, and what is your primary product or service?
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What is your approximate annual revenue?
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What accounting software are you currently using?
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Are your books current, or is there a backlog that would need to be caught up?
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Are your books current, or is there a backlog that would need to be caught up?
A
Current - up to date within the last 30 days
B
Slightly behind - 1 to 3 months
C
Significant backlog - more than 3 months
D
I've never had a bookkeeper
What's your expected monthly investment in bookkeeping?
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What's your expected monthly investment in bookkeeping?
A
Under $400/month
B
$400 - $700/month
C
$700 - $1,000/month
D
$1,000 - $2,000/month
E
$2,000+/month
F
Not sure yet - let's discuss
Have you worked with a bookkeeper before? What worked, and what didn't?
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What's the one thing you wish someone could just take off your plate?
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Anything else you'd like me to know before we talk?
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