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Discovery Form
Name
*
E-mail
*
Instagram
Business Name
*
Business Address
Tell me about your business — what do you do, how long have you been operating?
*
Besides yourself, does anyone else have ownership or financial decision-making authority?
*
How would you describe your business model
*
How are you currently keeping track of your books?
*
How are you currently keeping track of your books?
A
DIY
B
Bookkeeper
C
Not really tracking
D
Other
What accounting software, if any, are you using?
*
What accounting software, if any, are you using?
A
Xero
B
Quickbooks
C
Wave
D
Spreadsheet (Excel, Google Sheets, Airtable, etc.)
E
Not tracking at this time
Submit