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What is your business name and entity?

What industry are you in, and what is your primary product or service?

What is your approximate annual revenue?

What accounting software are you currently using?

Are your books current, or is there a backlog that would need to be caught up?

Are your books current, or is there a backlog that would need to be caught up?
A
B
C
D

What's your expected monthly investment in bookkeeping?

What's your expected monthly investment in bookkeeping?
A
B
C
D
E
F

Have you worked with a bookkeeper before? What worked, and what didn't?

What's the one thing you wish someone could just take off your plate?

Anything else you'd like me to know before we talk?