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Number Crunchers® Bookkeeping Needs Assessment
In order to determine if we're a fit for your business, please fill-in our Needs Assessment.
28
Questions
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Language
English (US)
1
Name
*
This field is required.
First Name
Last Name
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2
Email
*
This field is required.
Enter the best email to contact you.
example@example.com
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3
Phone Number
*
This field is required.
Enter the best number to contact you.
Please enter a valid phone number.
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4
How did you hear about Number Crunchers®?
*
This field is required.
Check all that apply
Referral
Google Search
Facebook
Twitter
LinkedIn
Other
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5
Who referred us?
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6
What service are you interested in?
*
This field is required.
Check all that apply
Bookkeeping
Personal Taxes
Corporate Taxes
Management Reporting
Business set-up
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7
Are you the final decision maker?
*
This field is required.
YES
NO
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8
What industry are you in?
*
This field is required.
Please Select
Construction - General Contractor
Construction - Electrical
Construction - Painting
Construction - Plumbing
Construction - Other
Graphic Designer
Handyman
Home Inspector
Photographer/Videographer
Property Management
Registered Clinical Counsellor
Repair Shop - Automotive
Repair Shop - Other
Retail
Web Designer/Developer
Wholesale
Other
Please Select
Please Select
Construction - General Contractor
Construction - Electrical
Construction - Painting
Construction - Plumbing
Construction - Other
Graphic Designer
Handyman
Home Inspector
Photographer/Videographer
Property Management
Registered Clinical Counsellor
Repair Shop - Automotive
Repair Shop - Other
Retail
Web Designer/Developer
Wholesale
Other
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9
How long has your company been in business?
*
This field is required.
Please only select one.
Please Select
Less than a year
1 to 3 years
3 to 5 years
5 to 10 years
over ten years
Please Select
Please Select
Less than a year
1 to 3 years
3 to 5 years
5 to 10 years
over ten years
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10
Are you enjoying doing your business?
*
This field is required.
YES
NO
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11
What was your gross revenue last year?
*
This field is required.
If you're new in business, please put your revenue to date.
Please Select
Less then $100,000
$100,000 to $250,000
$250,000 to $500,000
$500,000 to $1,000,000
$1,000,000 to $5,000,000
over $5,000,000
Please Select
Please Select
Less then $100,000
$100,000 to $250,000
$250,000 to $500,000
$500,000 to $1,000,000
$1,000,000 to $5,000,000
over $5,000,000
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12
Are you looking to grow your business?
*
This field is required.
YES
NO
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13
What is your target annual revenue?
Round to the nearest 1000.
Numbers only. No punctuation.
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14
How quickly would you like to get there?
State whether you mean months or years.
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15
Would you have the financial resources to invest in gaining control of your company's finances?
*
This field is required.
YES
NO
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16
Are you ready to make that investment?
*
This field is required.
YES
NO
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17
How is your bookkeeping being done at present?
*
This field is required.
Please Select
Not at all
Shoebox
Spreadsheet
Accounting Software
Outsource to a bookkeeper
Please Select
Please Select
Not at all
Shoebox
Spreadsheet
Accounting Software
Outsource to a bookkeeper
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18
What accounting software are you using?
Please Select
QuickBooks Online
QuickBooks Desktop
Sage 50
Sage Online
Freshbooks
Wave
Other
Please Select
Please Select
QuickBooks Online
QuickBooks Desktop
Sage 50
Sage Online
Freshbooks
Wave
Other
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19
Are you willing to switch to QuickBooks Online?
YES
NO
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20
Are you using a bookkeeper at the moment?
YES
NO
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21
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
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22
How would you rate your bookkeeping at present?
*
This field is required.
Please Select
Non-existent
Poor, I'm way behind
Okay, I'm somewhat behind
Good, it gets done
Great, I'm caught up to date
Please Select
Please Select
Non-existent
Poor, I'm way behind
Okay, I'm somewhat behind
Good, it gets done
Great, I'm caught up to date
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23
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
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24
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
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25
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
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26
How many hours per month do you spend on your bookkeeping?
*
This field is required.
Please Select
Absolutely no idea
More than I should
up to 10 hours
10 - 20 hours
20 - 40 hours
40+ hours
Please Select
Please Select
Absolutely no idea
More than I should
up to 10 hours
10 - 20 hours
20 - 40 hours
40+ hours
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27
Did you know the services of a bookkeeper are fully deductible?
*
This field is required.
YES
NO
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28
Please verify that you are human
*
This field is required.
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29
Calculation
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Number Crunchers® Bookkeeping Needs Assessment
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