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
Thank You for Completing the Assessment!

Your responses have been received and will be reviewed to evaluate:
- Financial accuracy and compliance
- Operational structure and internal systems
- Readiness to maintain corrected or newly built processes
Service recommendations are determined based on diagnostic findings, not preference or urgency.

You will receive next steps 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