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🌿 Let’s Get to Know You
I appreciate
your interest in working with us. This short form helps us understand your current situation and how bookkeeping support can best serve your goals. All answers are confidential.
Your information
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Business Basics
What is the name of your business?
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What type of business do you have?
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What type of business do you have?
A
Sole Proprietor
B
Single-Member LLC
C
Multi-Member LLC
D
S Corporation
E
C Corporation
F
Nonprofit
G
Other / Not sure
What industry are you in?
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Where is your business based?
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Do you currently use any accounting or bookkeeping software?
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Do you currently use any accounting or bookkeeping software?
A
Yes: QuickBooks Online
B
Yes: QuickBooks Desktop
C
Yes:Other
D
No software yet
E
Not sure
What services are you looking for?
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What services are you looking for?
A
Monthly Bookkeeping
B
Cleanup / Catch-up
C
Invoicing / Bill Pay
D
Payroll Support
E
Financial Reports & Insights
F
Not sure yet — need guidance
What is your most significant pain point right now when it comes to your finances or bookkeeping?
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What would you most like to solve or improve by working with a bookkeeper?
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When would you like to start working with a bookkeeper?
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When would you like to start working with a bookkeeper?
A
As soon as possible
B
Within 1–2 months
C
Just exploring options
Submit
