First Name
Last Name
Legal Business Name
Email
Where are you located (city/state)?
Website/Instagram Handle
How did you hear about me?
Tell me more about your business. What do you do? How long have you been in business?
What is your business structure? Sole Proprietor
LLC - single member
LLC - partnership
S-Corp
Not sure!
How big is your team? Me, myself and I!
I have W2 employees on my team
I have 1099 contractors on my team
I have both W2 employees and 1099 contractors on my team
What makes now the right time to get help with your bookkeeping?
What are the biggest motivators for outsourcing your bookkeeping? Time - I need more time so I can focus on the income producing parts of my business.
Sanity - I just can't deal with the hassle anymore!
Clarity - I struggle with knowing if I have a full & accurate picture of my business finances in order to make more informed decisions!
All of it!
Something else
What stresses you out most about the current state of your books?
Where are you in your profit journey? I haven't made any sales yet...but I have expenses
I'm making sales, but my expenses still outweigh my sales
I'm making sales in an amount greater than my expenses
Not sure
Do you currently separate your business and personal finances?
How are you currently keeping track of your books? Excel or Google Spreadsheet
QuickBooks Online
Xero
I'm not (no judgement here!)
Other
Are you currently working with a financial professional? Yes, I work with a bookkeeper, accountant or CPA on a monthly basis.
Yes, I work with an accountant or CPA, but only to file my taxes.
No, I do not currently work with any financial professionals.
How do you currently receive payment from your clients?
Which services are you most interested in? 2024 Clean-up/Catch-up
Monthly Bookkeeping
Both!
Please note monthly bookkeeping services start at $300/month. Is this currently in your budget?
If we decide we're a good fit, when will you be ready to begin working together? ASAP!
This month
This quarter
Not sure, I'm just shopping around
Is there anything else you need help with, or want me to know?
Please check this box to acknowledge that I do NOT provide income tax or auditing services.
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