Simple prescreening process so we know what it is we can help you with.

Business Name

Name *

First

Last

Email *

Best Contact Phone Number

Where are you located?

Are you a business owner?

• Yes
• No

How long have you been in business?

Do you have business partners?

What is your annual revenue?

Brief description of what your business does.

Which accounting software are you using for your business?

Is it up to date?

• Yes
• No
• Not Applicable

Do you process payroll?

• Yes
• No

Do you have sales tax?

• Yes
• No

What are your biggest pain points in your business? (Check all that apply)

• My QuickBooks is never up to date.
• I do not know how profitable my business is.
• I have cash flow problems.
• I feel overwhelmed.
• I don't have time to do my QuickBooks and I don't know how to use it properly.
• I don't trust my numbers.
• I don't know if I am doing things the right way.

Do these pain points keep you up at night?

• Yes
• No

Are you open to making changes in your business to get things up to date and be guided to help you get systems and processes in place where needed?

• Yes
• No

What would it mean to you to have your bookkeeping up to date, for your books to be clean and accurate and knowing your profitability?

• That will be awesome!
• Not sure.

What made you decide to contact us?

How did you hear about us?

Please list anything else below that you like to discuss or share with us.

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