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Client Discovery Questionnaire

Hey there — welcome to DE Bookkeeping Solutions!
I’m so glad you found your way here. Before we dive in, I’d love for you to fill out this quick questionnaire.
It'll give me the scoop on your business, your goals, and how I can best support you — so you can kick back, relax, and stop stressing about the books. (Seriously — you do you. I've got this.)
Thanks so much for taking a few minutes to share a little about yourself. I can't wait to connect with you and see if we're the perfect fit!

What's your name?

What’s your company name? (So I know who I’m cheering for!)

Got a website? (Drop the link here so I can check you out!)

Tell me a little about what you do. (Give me the scoop — no need to be fancy!)

How did you find me? (Referral, Google, carrier pigeon?)