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Discovery Call

1. Business Details

Full Name

*

Business Name

*

Street Address

*

City and State

*

Zipcode

*

Email Address

*

Phone Number

*

What's the biggest challenge you're facing with your books or back office (admin)?

*

What software or automation do you currently use?

*

What software or automation do you currently use?

QuickBooks Online

QuickBooks Desktop

FreshBooks

Xero

Gusto / Payroll software

Excel / Google Sheets

Wave

Dext / Hubdoc

None

Other

Which services are you interested in?

*

Which services are you interested in?

DIY Learning: Courses or live workshops

Guided: Setup + coaching support

Full bookkeeping services

Add-ons you'd like us to include:

*

Add-ons you'd like us to include:

Payroll setup/processing

Job costing tracking

Clean-up & catch-up

Quarterly coaching/review calls

Monthly bookkeeping

Thank you for completing this form!

Thank you for completing the form! Your responses give us valuable insight into your current operations and opportunities for improvement. We’re looking forward to our discovery call and exploring how we can tailor systems that simplify and support your business moving forward.

By submitting this form

*

By submitting this form

I agree to be contacted by Next Step Systems and their associates. I understand that my information may be used to assess which systems or services may be a good fit for my business. Further, I understand my responses will be stored and reviewed for internal purposes only and will not be shared without my consent. Lastly, completion of this form does not guarantee services or availability.