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Is Your Business Ready for Professional Bookkeeping?

Take this 2-minute assessment to discover which solution is right for your business. Get instant recommendations based on your revenue, goals, and current situation.

What's your approximate annual revenue?

A

Under $75K

B

$75K - $150K

C

$150K - $300K

D

$300K - $500K

What best describes your current bookkeeping situation?

A

I do it myself and feel overwhelmed

B

I use QuickBooks but struggle with it

C

I have a bookkeeper but need better service

D

I'm behind and need to catch up

E

I have no system at all

What's your biggest financial challenge right now?

A

I don't know if I'm actually profitable

B

Cash flow is unpredictable and stressful

C

I'm not prepared for tax season

D

My books are disorganized and I'm lost

E

I need clarity to make growth decisions

What are you looking for?

A

Learn to manage my own books correctly

B

Hire someone to handle bookkeeping for me

C

One-time cleanup, then I'll maintain it

D

Not sure yet, just exploring options

How much time do you spend on bookkeeping each month?

A

0-2 hours (I avoid it)

B

3-5 hours

C

6-10 hours

D

10+ hours

E

I honestly have no idea

Do you need help catching up on past bookkeeping?

A

Yes, I'm behind and need cleanup

B

No, my books are current

C

Not sure