Anchored Financial Solutions Client Survey

1

Name* This field is required.

First Name

Last Name

2

Email* This field is required.

example@example.com

3

Phone Number* This field is required.

Please enter a valid phone number.

4

What type of business do you need help with?* This field is required.

For-Profit

Nonprofit

5

What kind of help do you need? Select all that apply.* This field is required.We only provide the services listed below. If you need tax services as well, we partner with CPAs who can help. However, you must have bookkeeping needs in order to work with us.

Monthly Bookkeeping

Bookkeeping Cleanup

QuickBoooks Setup

QuickBooks Training

7

Which bookkeeping software do you currently use?* This field is required.(Note: We only work with clients who use, or are interested in using QuickBooks.)

QuickBooks Online

QuickBooks Desktop

None, but would like to get set up!

Other

8

What industry is your business in?* This field is required.

9

Our bookkeepers use the latest in cloud technology, which allows them to work remotely, saving you time and money. Are you open to working with a remote, US-based bookkeeper?* This field is required.

YESNO

10

Finally, tell us a little bit about the type of help you need.* This field is required.