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Bookkeeping Discovery Intake
Please fill out this quick, 2-minute snapshot of your business before picking a time on the calendar. This ensures our discovery call is focused entirely on your goals.
Full Name
*
Business (Legal) Name
*
Email Address
*
Phone Number
*
Business Entity Type
*
Industry / What does your business do?
*
What accounting software do you currently use?
*
Are your financial books currently behind?
*
Do you currently have employees or pay contractors?
*
Employees (W-2 payroll)
Contractors (1099 workers)
Neither / I am currently a solo operator
Approximately how many financial transactions does your business have each month?
(Include money coming in and money going out through your business bank accounts and credit cards. An estimate is fine)
*
A
Fewer than 100
B
100–149
C
150–199
D
200–299
E
300–499
F
500 or more
What bookkeeping services are you looking for?
*
A
Monthly bookkeeping — ongoing bookkeeping and financial reporting.
B
Cleanup + Monthly Bookkeeping — catch up or correct past bookkeeping, then continue with monthly service.
C
Cleanup Only — catch up or correct past bookkeeping without ongoing monthly service.
Submit & View Calendar
