Page 1 of 2

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?

How did you hear about me?

What is your business structure?

What is your business structure?
A
B
C
D
E
F

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.

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.

What is your exact address? I will need this for our bookkeeping contract if we proceed. Don't worry, this stays between us.

Do you have a separate business bank account?

Do you have a separate business bank account?
A
B

Please describe your business. What do you do? How long have you been running your business?

Why do you feel like now is a good time to outsource your bookkeeping? What is stressing you out the most about it?

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?

Where are you in your profit journey?

Where are you in your profit journey?
A
B
C
D
E
F

How is your bookkeeping being handled?

How is your bookkeeping being handled?
A
B
C

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?

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
B
C
D

I primarily use Xero. If you're not using Xero yet or are using another accounting software, are you willing to switch to Xero?

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
B

Why do you want to work with me specifically?

I understand that Lourdes does not provide income tax services, sales tax services, nor payroll filling. Only bookkeeping services.

I understand that Lourdes does not provide income tax services, sales tax services, nor payroll filling. Only bookkeeping services.