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Are you ready to build a solution that fits how you actually run your business? Tell us more so we can figure out if we're the right fit.
Name
Email
Phone Number
Where in the world are you located?
How did you hear about working with us?
Tell me about your business. What do you do? How long have you been in business?
Do you sell any physical products?
What makes now the right time to get help with your bookkeeping?
Which of the following is the biggest motivator for outsourcing your bookkeeping?
Seeing how my business is doing so I can increase profits
Removing a burden and worry that looms over me constantly
All of it!
Something else
What stresses you out most about the current state of your books?
How would you feel if your books were handled and under control?
Where are you in your profit journey?
I'm not making sales yet, but I have some costs
I'm starting to make sales, but my costs are higher than my sales
My sales exceed my costs, but I want bigger profits
I'm profiting pretty well, but I want more
I'm happy with my profits
I really don't know
Do you need help with anything else?
No, just monthly bookkeeping
Yes! Sales Tax
Yes! Payroll
Yes! Both Sales Tax and Payroll
Something else
How are you currently keeping track of your books?
QuickBooks Online
Xero
Spreadsheet
Paper and Pen
I'm not
Something else
If we decide that working together is a good fit, when will you be ready to start?
ASAP
Within the week
Within the month
Not sure, I'm just shopping around
Anything else you want to ask or tell me?
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