Business Assessment Form

Business Assessment Form

Bartee Accounting Services & Integrated Corporate Solutions, LLC
SECTION 1: Business Basics
Business Name
Industry
If Other, please specify.
Average Monthly Revenue

Under $10K$10K - $25K$25K - $50KOver $50K
Years in Operation
Do you have employees or contractors?

Just me1 - 34 - 1010+
SECTION 2: Financial Health
Are your books currently up to date?
How far behind are your reconciliations?
Accounting software used

QuickBooks Online (QBO)QuickBooks DesktopOtherNone yet
If Other, please specify.
Do you file and pay sales tax?
Are you behind on filing your taxes
If Yes, how many years?
SECTION 3: Operational Structure
Do you have written SOPs or internal policies?
Do you use any workflow/project tools?

Yes — regularlyHave some, but don’t use themNo
Where do you store business files?

DropboxGoogle DriveOneDriveScattered in multiple placesExternal Drive
Do you have onboarding/offboarding systems?
SECTION 4: Service Needs
Which service are you most interested in?

Accounting & BookkeepingBookkeeping CleanupOperational DevelopmentCombined ServicesNot Sure Yet
You may benefit from our Monthly Accounting & Bookkeeping Services!

We’ll handle your reconciliations, categorization, reporting, and ongoing support, so you can focus on growing your business. Please visit our Accounting & Bookkeeping page.

👉 If you’re ready to start the process, go to My Business Page and DM the word “ONBOARDING” to begin.
You may benefit from our Bookkeeping Cleanup Services!

Let’s clean up your financial records and get you back on track — fast. Please visit our Bookkeeping Cleanup page.

👉 If you’re ready to start the process, go to My Business Page and DM the word “ONBOARDING” to begin.
You may benefit from our Operational Development Services!

Let’s build the systems, SOPs, and processes that create structure and eliminate overwhelm. Please visit our Operational Development page

👉 If you’re ready to start the process, go to My Business Page and DM the word “ONBOARDING” to begin.
You may benefit from our Combined Services Package!

This includes CFO-led financial support and full operational development — built to scale. Please visit our Combined Services page.

👉 If you’re ready to start the process, go to My Business Page and DM the word “ONBOARDING” to begin.
Thanks for sharing!

We will review your answers and follow up with a custom recommendation within 1 business day.
What are your top 3 challenges right now?
What outcome would make you feel supported and successful?
You may benefit from our Bookkeeping Cleanup Service! Let’s get started.
SECTION 5: Contact + Final Message
Full Name
Email Address
example@example.com
Phone Number (optional)
Please enter a valid phone number.
Preferred Contact Method

EmailTextPhone Call
subscriber_ID
Should be Empty:

Business Assessment Form

SECTION 1: Business Basics

SECTION 2: Financial Health

SECTION 3: Operational Structure

SECTION 4: Service Needs

SECTION 5: Contact + Final Message