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Purpose Ledger - Client Inquiry

This short form helps us understand your organization and what you’re looking for before moving forward. It typically takes 2–3 minutes

Your Name

*

Email Address

*

Organization Name

*

Website (optional)

What type of organization are you?

*

What type of organization are you?

A

Nonprofit

B

Church

C

Service-based business

D

Professional Service Firm

E

Other

What is your approximate annual revenue or budget?

*

What is your approximate annual revenue or budget?

A

Under $250K

B

$250K – $1M

C

$1M – $2M

D

$2M-$5M

E

$5M+

What best describes your current bookkeeping situation?

*

What best describes your current bookkeeping situation?

A

We currently work with a bookkeeper/accountant

B

We manage bookkeeping internally

C

Our books are behind

D

We need cleanup support

E

We’re starting fresh

What are you currently using for bookkeeping?

*

What are you currently using for bookkeeping?

A

QuickBooks Online

B

Spreadsheet (Excel or Google Sheets)

C

Desktop software

D

Not currently tracking consistently

E

Other

What are you primarily looking for help with?

*

What are you primarily looking for help with?

Catch-up / clean-up work

Ongoing monthly bookkeeping

Financial reporting for board or leadership

Fund, grant, or project tracking

Not sure yet

How do you prefer to communicate?

*

How do you prefer to communicate?

A

Email

B

Occasional calls when needed

C

Regular scheduled calls

When are you looking to get started?

*

When are you looking to get started?

A

Immediately

B

Within 30 days

C

Just exploring

What would success look like for you 3–6 months from now?

*

Purpose Ledger is designed for organizations looking for structured, consistent, decision-ready financial reporting.

Most engagements begin with a short discovery call to better understand your organization, reporting needs, and current financial processes.