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Request a Cleanup Assessment

Are you behind on bookkeeping or concerned about errors in your QuickBooks records?
Tell me a little about your business and what needs attention. I'll review your request and explain the next step.
Takes about 3 minutes. No obligation.

Which sales channel are you currently on?

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What is your average monthly revenue?

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A

Under 25k

B

25k to 50k

C

50k to 100k

D

100k to 300k

E

300k+

How far behind are your books?

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A

1 to 3 months

B

4 to 6 months

C

7 to 12 months

D

Over 12 months

Are you currently using QuickBooks Online?

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A

Yes, I have an active QBO file

B

I have QBO but it is barely set up

C

No, I am not using QBO yet

Has a bookkeeper or VA worked on your books before?

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A

Yes, someone set them up or managed them

B

No, I have done everything myself

What needs fixing in your books?

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Is there a deadline you're working toward?

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A

No specific deadline

B

Within 30 days

C

Within 1 to 3 months

D

I have a specific day

Please, enter your full name

*

Enter your email

*

Your business name/website

*