Let’s see if we’re a good fit. This short form helps me understand your business and bookkeeping needs so I can recommend the right package—or point you in a helpful direction. There’s no commitment, and all responses are confidential. Full Name * Email * Business Name Website/Social Media How did you hear about us? Referral Web Search Instagram Other Do you use any bookkeeping software? * Quickbooks Online Xero Wave None yet What payment platforms do you use? Stripe Square Paypal Shopify Venmo Other None Do you run payroll? * Yes No Planning to How many active bank or credit accounts do you use for the buisness? * 1-2 3-5 6+ Approx. number of monthly transactions? * Under 100 100-200 200-400 400+ What kind of support are you looking for? * What best describes your financial workflow preference? Hands-off monthly reports Collaborative check-ins Not sure yet How soon are you looking to get started * ASAP 1-2 Weeks Just exploring Preferred contact method Email Phone Zoom Is there anything else you'd like me to know? Thank you!
