Number Crunchers® Bookkeeping Needs Assessment

Name* This field is required.

First Name

Last Name

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.

How did you hear about Number Crunchers®?* This field is required.Check all that apply

Referral

Google Search

Facebook

Twitter

Other

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

Bookkeeping

Personal Taxes

Corporate Taxes

Management Reporting

Business set-up

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

YESNO

What industry are you in?* This field is required.

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

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

YESNO

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

Are you looking to grow your business?* This field is required.

YESNO

What is your target annual revenue?Round to the nearest 1000.

Numbers only. No punctuation.

How quickly would you like to get there?State whether you mean months or years.

Would you have the financial resources to invest in gaining control of your company's finances?* This field is required.

YESNO

Are you ready to make that investment?* This field is required.

YESNO

How is your bookkeeping being done at present?* This field is required.

What accounting software are you using?

Are you willing to switch to QuickBooks Online?

YESNO

Are you using a bookkeeper at the moment?

YESNO

Why are you looking for a new bookkeeper?Check up to 3

Not available enough

Not proactive enough

Too slow in answering calls/emails

Doesn't use technology as much as I want

Books are late or behind

Files GST or PST late too often

Payroll is manual

I have to pay the payroll remittance manually

Price - far too expensive

Other

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

What's the most frustrating thing about doing the bookkeeping?* This field is required.Check up to three

It takes me too long, and I don't have the time

I've no idea what I'm doing

I've made errors that have cost me money

I hate paperwork!

Figuring out what I can write-off

I lost the receipt before I entered them

Keeping track of expenses

I put it off until I'm way behind

The software is frustrating

I'm not using technology

Other

What's the most fear-inducing thing about doing the bookkeeping?* This field is required.Check up to 5

Being audited

Filing the sales taxes late

Filing my taxes late

Knowing what to keep track of

Making mistakes when doing the bookkeeping

Putting in the time to do my bookkeeping

The software is so confusing

How do I read my financial information and learn from it

That my business isn't doing as well as I thought

Other

What challenges, if any, have you faced in the last while with your books/business?* This field is required.Check up to 5

None

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.

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

YESNO

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

Number Crunchers® Bookkeeping Needs Assessment