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Quote Form
¡
Hola! Ready to get clear on your money so that you can
know exactly where it is going, be tax ready, and grow your profits
?💸
I'm ready to cheer you on! 🥳 Fill out this form and I will personally review it and reach out with the next steps!
First Name
*
Last Name
*
Email
*
Instagram Handle
*
What is your legal business name?
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How did you hear about me?
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What is your business structure?
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A
Sole Proprietorship
B
LLC
C
LLC Partnership
D
LLC (S-election)
E
S-Corp
F
Other
If you chose other, what is your business structure?
Our minimum monthly fee starts at $350/month (this includes your Xero subscription) and if your current books need to be cleaned or caught up there may be an additional one-time fee. Please check the box below to confirm you aware of this.
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I understand
What is your exact address? I will need this for our bookkeeping contract if we proceed.
Don't worry, this stays between us
.
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Do you have a separate business bank account?
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A
Yes
B
No, but I'm willing to open one
Please describe your business. What do you do? How long have you been running your business?
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Why do you feel like now is a good time to outsource your bookkeeping? What is stressing you out the most about it?
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How would life feel like if you no longer had to worry about your bookkeeping? What would this allow you to bring into your business & life?
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Where are you in your profit journey?
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A
I'm not making sales yet, but I have some costs
B
I'm starting to make sales but my costs are higher than sales
C
My sales exceed my costs, but I want bigger profits
D
I'm profiting pretty well, but want more
E
I'm happy with my profits
F
I have no idea
How is your bookkeeping being handled?
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A
I have a Bookkeeper
B
I take care of it myself
C
It's not being handled
If you're handling it yourself, what software/system are you using?
We're almost done! If we decide that we'd be a good fit to work together, when would you be willing to start?
*
A
ASAP!
B
Within the week
C
Within the month
D
Not sure, just shopping around!
I primarily use Xero. If you're not using Xero yet or are using another accounting software, are you willing to switch to Xero?
*
A
Yes!
B
No
Why do you want to work with me specifically?
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I understand that Lourdes does not provide income tax services, sales tax services, nor payroll filling. Only bookkeeping services.
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I understand
Submit
