Do you need a bookkeeper?
Let's find out!
Tell Us About Yourself!
Business Owner
*
First Name
Last Name
Email Address
*
example@example.com
Phone Number
Please enter a valid phone number.
Company Name
Business Industry
Your Goals!
Looking back at last year, do you feel that your financial situation has improved?
Yes
No
Do you have specific financial goals you’d like to achieve for your business?
Yes
No
When reviewing your bank account, do you sometimes wonder where your money went?
Yes
No
Your Income!
Would you find it valuable to track your income changes over time to identify growth patterns?
Yes
No
Would it help you to know which services bring in the most consistent income for your business?
Yes
No
Your Expenses!
Would you find it valuable to identify and eliminate expenses that don’t contribute to your business growth?
Yes
No
Do you think having a clear understanding of your expenses would help you prioritize your spending more effectively?
Yes
No
Your Financial Management!
Do you feel confident that your financial records are accurate?
Yes
No
Do you feel comfortable creating and understanding financial reports, such as profit and loss statements?
Yes
No
Do you believe that having organized financial records would make tax season feel less stressful?
Yes
No
Your Habits!
Do you find it challenging to consistently track your income and expenses?
Yes
No
Have you found a budgeting approach that feels comfortable for you?
Yes
No
Do you have a routine or software that helps you stay organized with your financial records?
Yes
No
Do you enjoy reviewing your business performance to celebrate your progress?
Yes
No
Your Interest!
Would you value having accurate financial records to support your business decisions?
Yes
No
Do you think having a bookkeeper could save you time and reduce your stress?
Yes
No
Would having a partner to keep your financial records up-to-date help you stay on track?
Yes
No
Are you open to exploring how outsourcing your bookkeeping can free up your time and save you money?
Yes
No
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