Workflow & Processes Questionnaire
We've got a few questions so we can prep for our call. After submitting this form, you'll be redirected to schedule a time.
Business
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Email Address
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How did you hear about us?
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How many ongoing bookkeeping clients do you have?
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What accounting software do you use? Check any that apply.
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QBO
QBD
Xero
Other
Do you offer services outside of bookkeeping?
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None
Clean Ups
Payroll
AR/AP
Physical Inventory
Sales Tax
Advisory
CFO
Tax
Other
Briefly describe your team.
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What are you using for task management?
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Double, Asana, Monday.com, ClickUp, Notion, Paper Planner, etc
Where do you currently sit with Double?
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Exploring whether Double is a good fit
Currently using Double, but want to utilize it more fully
Using another system & looking to transition to Double
Is there something specific you'd like to explore on our call?
Submit and schedule a time!
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