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

Phone Number* This field is required.Enter the best number to contact you.

Please enter a valid phone number.

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

How did you hear about Number Crunchers®?* This field is required.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.

What service(s) are you interested in?* This field is required.Check all that apply

CreativeBooks™ (Bookkeeping)

CreativePay Solutions™ (Payroll)

TaxMaster™ (Taxes)

Full-Circle CFO Advisory™ (Virtual CFO)™

LaunchPad Business Solutions™ (Start a business)

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.

What is the primary industry of your business?* This field is required.

How long has your business been operating?* This field is required.Please only select one.

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

What is your target annual revenue?* This field is required.Round to the nearest 1000.

Numbers only. No punctuation.

How quickly would you like to get there?* This field is required.

Are you enjoying doing your business?* This field is required.

YESNO

How comfortable are you with cloud-based technology?* This field is required.

How is your bookkeeping currently managed?* This field is required.

What accounting software are you using?

Are you willing to switch to QuickBooks Online?

YESNO

Why are you looking for a bookkeeper?Check up to 5

I can't do it myself anymore

My books are late or behind

The current bookkeeper is not available enough

The current bookkeeper is not proactive enough

The current bookkeeper is too slow in answering calls/emails

The current bookkeeper is doesn't use technology as much as I want

Files GST or PST late too often

Payroll is manual

I have to pay the payroll remittance manually

Price - far too expensive

Other

We understand that affordability is crucial when managing your business finances. Our goal is to provide high-quality bookkeeping services that offer value for your investment. We work with you to create a tailored plan that fits your budget while ensuring your financial records are accurate, compliant, and up-to-date. Let’s discuss how we can meet your bookkeeping needs without breaking the bank.

How would you rate your bookkeeping at present?* This field is required.

How many months are you behind on your bookkeeping?

What specific pain points do you have with your current bookkeeping process?* This field is required.Check up to five

Being audited

Filing sales taxes late

Filing my taxes late

Never having the time to do the bookkeeping

Am I doing the bookkeeping right

The software is confusing

Not sure I'm getting all I need out of my books

Lack of communication with my bookkeeper

Paperwork overwhelm

Dealing with government regulation

Managing payroll

Other

How many hours per month do you spend on your bookkeeping?* This field is required.

What outcomes do you hope to achieve by improving your bookkeeping?* This field is required.Check up to five

Better cash flow management

Accurate and timely financial reports

Reduced risk of audits and penalties

Improved budgeting and forecasting

More informed business decisions

Increased profitability and cost control

Simplified tax preparation

Streamlined financial processes

Enhanced understanding of business performance

Increased efficiency and less time spent on bookkeeping tasks

Other

Do you have employees or contractors?* This field is required.

YESNO

How many employees or contractors do you have?

What payroll system are you currently using?

What challenges do you face with your current payroll management?

Would you be interested in automating your payroll process?

YESNO

Do you have a financial strategy in place for your business?* This field is required.If your answer is more 'somewhat' click 'Yes'.

YESNO

What key financial metrics do you currently track?* This field is required.Check all that apply

No idea what you're talking about

Revenue growth

Net profit margin

Gross profit margin

Operating expenses

Accounts receivable turnover

Accounts payable turnover

Current ratio

Return on investment (ROI)

Debt-to-equity ratio

Cash flow from operations

Other

What areas do you feel need strategic help?* This field is required.

Cash flow management

Budgeting and forecasting

Profit margin analysis

Cost control and expense reduction

Pricing strategy

Investment and capital allocation

Debt management and financing options

Tax planning and optimization

Growth and expansion planning

Succession and exit planning

Other

What are your long-term business financial goals?* This field is required.Please share the key financial objectives you aim to achieve in the future, such as increasing profitability, expanding your business, reducing debt, or planning for retirement.

0/250

Are you prepared to invest in improving and gaining control of your company’s financial management?* This field is required.

YESNO

What is your budget per month for bookkeeping/accounting?* This field is required.

$250 or less

$251 to $500

$501 to $750

$751 to $1,000

$1,001 to $1,500

$1,500 to $2,000

$2,000+

Did you know the services of a bookkeeper are fully deductible?* This field is required.

YESNO

Are there any additional services or support you would be interested in?* This field is required.e.g., tax preparation, tax planning, cloud accounting setup, audit support

How soon would you like to get started with improving your financial management?* This field is required.

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

Number Crunchers® Bookkeeping Needs Assessment