Number Crunchers® Bookkeeping Needs Assessment

Name* This field is required.

First Name

Last Name

Company Name* This field is required.

Email* This field is required.Enter the best email to contact you.

example@example.com

Website* This field is required.What is your business's main website address?

What best describes your business?* This field is required.

What was your approximate gross revenue last year?* This field is required.If you're new in business, please use your revenue to date.

Are you the final decision maker?* This field is required.

YESNO

Thank you for letting me know. To ensure we align our strategies with your business goals, it’s essential that the final decision maker is involved in all key discussions. If they are unable to attend a scheduled meeting, we would need to reschedule, as we can only proceed when all decision makers are present. This helps us move forward efficiently and ensures everyone is on the same page.

Which best describes your bookkeeping right now?* This field is required.

What’s the biggest frustration with your numbers right now?* This field is required.

Are you open to using QuickBooks Online and paperless tools?* This field is required.

How soon are you looking to improve your financial systems?* This field is required.

How did you find us?Check all that apply

Referral

Google Search (or ad)

Facebook (or ad)

Instagram (or ad)

X/Twitter (or ad)

QuickBooks ProAdvisor Directory

Email newsletter

Blog post

YouTube

Other

Who referred us?Please let us know who referred us so we can thank them.

Please verify that you are human* This field is required.

Number Crunchers® Bookkeeping Needs Assessment