Getting to know you

Name *

First

Last

Business Name

Do you currently have a bookkeeper?

Are you up to date on your bookkeeping?

Are your accounts reconciled?

Are you up to date on your taxes?

What bookkeeping software do you currently use?

Are you open to changing software?

Why are you changing bookkeepers or why do you want to start using bookkeeping services now?

How many decision makers are there in your business?

What services are you interested in?

Are you keeping business and personal finances separate?

Are you paying bills on time?

So that I can give you an accurate proposal, I would like limited, read-only access to your bookkeeping application. Are you okay with this?

What are your pet peeves in terms of professionals who support and serve you and your business?

What is your least favorite thing related to bookkeeping and your finances?

When are you looking to start services?

Just for fun...what is your favorite beverage?

When is your birthday? (Day and month)