Connection Call Questionnaire
Hello and thank you for reaching out to CLF Bookkeeping & Advisory. Once we receive your questionnaire a link will be sent to the email provided with further information. We look forward to speaking with you and learning more about your business and how we can support you.
Business name
*
Email
*
example@example.com
Name
*
First Name
Last Name
Entity type
*
Sole proprietorship
LLC - Single member
LLC - Partnership
S-Corp
C-Corp
Non-Profit
Not sure
What accounting software do you use?
*
QuickBooks Online
QuickBooks Desktop
Xero
Zoho
Other
Annual Gross Revenue
*
Under $100,000
$100,001 - $250,000
$250,000 - $500,000
Over $500,00
What is the largest bookkeeping challenge in your business right now.
*
What was the last year tax returns were filed?
*
When is the last time business reports where ran?
*
Last month
1-3 months ago
Greater than 3 months
Not sure
Does your company use accounts receivables?
*
Yes
No
Not sure
Does your company use accounts payables?
*
Yes
No
Not sure
What stage is your business in?
*
Startup - just getting started in business for <2 years
Growth/Expansion - business is growing fast
Maturity - business is stable and consistent
Renewal - things have been slow and you're looking to grow
I'm not sure
Services your business is looking for.
*
Monthly bookkeeping and advisory services
Monthly bookkeeping only
Clean-up services only
Clean-up services and monthly bookkeeping
I'm not sure yet
Are you ready to invest in advisory services for your business? Monthly services start at $750 per month and can vary based on services needed.
*
Yes
No
Not sure need more information
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Next Steps
A member of our team will contact you via email within 24 business hours with next steps. If your business is a good fit, you'll be invited to schedule a 20-minute consulting call with Charmaine at CLF Advisory. Consulting sessions are $57 and include a mini on-screen diagnostic along with personalized next steps to help keep your business financials healthy.
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