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VSBC Bookkeeping Inquiry Form
1
Let's start with your name, who are you?
*
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First Name
Last Name
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2
The Name of your Business/ Brand:
*
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If none, please type "N/A"
Example: Virtual Services By Cierra, LLC
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3
And your best email please?
*
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example@example.com
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4
Your Best Contact Phone Number:
*
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Please enter a valid phone number.
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5
What is your Instagram Handle (@)?
*
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If none please type "N/A"
Example: @virtualservicesbycierra
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6
If you have a website for your business, please list it here:
If none please type "N/A"
Example: www.virtualservicesbycierra.com
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7
How would you like to be contacted?
*
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Email
Text
Phone Call
Instagram DM
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8
Have you already visited my Website and viewed my Plans and Services?
*
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www.virtualservicesbycierra.com
Yes! I have a plan/ service in mind
Yes - But I have questions
No - Not yet
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9
What services are you interested in?
*
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Bookkeeping - A cleanup of this current year so far AND monthly service
Bookkeeping - Just a one-time cleanup
Bookkeeping - A monthly plan
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10
Please explain in detail your current books/ finances and how you currently manage your books at the moment:
*
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Please include any software used, current bookkeepers etc.
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11
How many bank accounts do you currently use for your business expenses?
*
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12
Do you have a Business Credit Card?
*
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YES
NO
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13
Do you have an online account setup with the Hawaii DOT to file your Hawaii State GE Taxes?
*
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YES
NO
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14
How do you currently accept payments for your Business? List ALL:
*
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Examples: Cash, Square POS, Stripe, Venmo, PayPal, Wix, HoneyBook etc.
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15
Do you currently have any Business Loans or Lines of Credit?
*
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YES
NO
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16
What is your current monthly budget?
*
This field is required.
$200-$500
$700-$1000
$1000+
No Budget
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17
What date would you like to start working together?
*
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-
Date
Year
Month
Day
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18
Please use this space to provide any additional information regarding your books, business and it's finances that may be beneficial for us to know before we work together:
*
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If none please type "N/A"
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19
How did you hear about us?
*
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We'd love to know!
Instagram
Client Referral
Friend/ Family
Google/ Yelp
Facebook
Other
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20
Next steps, are you ready for...
*
This field is required.
A proposal - I'm ready to start
A consult call / I scheduled a call
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21
Please verify that you are human
*
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