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The 5-minute intake
Five yes-or-no questions and four about the size of the job. If it's a fit, you get a link to book a 20-minute call and I give you a fixed price on it. Or call me, 801-449-0574.
About you
Your name
*
Business name
*
Email
*
Phone
*
What does your business do?
All five need to be yes
My books are cash basis.
*
A
Yes
B
No
I'm on QuickBooks, or willing to move.
*
A
Yes
B
No
I can give full access to banks, cards, and QuickBooks.
*
A
Yes
B
No
I can get documents in by Jan 31.
*
A
Yes
B
No
I reply within 2 business days.
*
A
Yes
B
No
Size of the job. Check what applies.
More than 3 bank or card accounts.
Bought or sold assets this year.
Loans on the books.
Beginning balances that may need fixing.
Anything else I should know?
Send