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About
Blog
Contact
Home
Services
Why choose me

RAISE THE $ SIGNAL

Every mission starts with a conversation

SCHEDULE YOUR MISSION

Name *

First

Last

Company Name *

Email *

Phone Number *

Address *

improve to you

What can you tell me about your business? *

What is your business entity? *

What is your estimated transactions per month? (expenses and income combined) *

How many accounts do you have? (Checking, savings, credit card accounts) *

Do you have any business loans? *

Yes
No

Do you track inventory? *

Yes
No

What accounting software do you use? *

How do you prepare invoices? Do you want these done for you? *

Do you have a system in place to pay your bills? If yes, please describe... *

Are your tax returns up to date? *

Yes
No

Do you require books clean up? (Meaning are you behind on having your accounts categorized and reconciled) If yes, how many months behind are you? *

Do you report sales tax? *

Yes
No

If "Yes" to previous question: How often do you file? *

How many employees do you have? *

Do you require payroll services? *

How often would you like to review your reports? *

Monthly
Quarterly
Yearly

Do you have plans to scale back or expand your business? *

I'm ready to grow my business
I've taken on too much work and need to scale back

Have you used a bookkeeper before? *

Yes
No

If "Yes" to previous question. What could your previous bookkeeper have done to improve their service? *

Are there any additional members in your business that I should communicate with? *

Yes
No

How often do you expect to have conversation with your bookkeeper? *

Do you expect your bookkeeper to contact 3rd party members and engage with? (Vendors, tax preparers, contractors, etc) *

Yes
No

Are you interested in having advisory services such as budget analysis or profit forecasting? *

What does your budget look like for monthly bookkeeping services? *

If you could have these services completed for you, how could that improve your business? *

If you are in agreement with services I offer, how soon would you like me to start? *

Thanks for filling this form out! I look forward to our meeting!

Absolutely! Lets do this!

How to reach me

You can connect via the following ways

Fill out the form

Leave your name, email, and details.

Email

contact@example.com

Time it takes to respond...

Typically 24 hours unless it is the weekend or a holiday.

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