Bookkeeping Quote Request
Please take a moment to complete the questions below. I can't wait to connect with you!
Name
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First Name
Last Name
Email
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example@example.com
Phone Number
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Please enter a valid phone number.
Format: (000) 000-0000.
If applicable, provide your website or Instagram username
How did you hear about me?
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Tell me about your business, what do you do? How long have you been in business?
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What is the legal name of your business?
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And the business address?
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Are you the only owner?
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Yes
No
What makes now the right time to get help with your bookkeeping?
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Which of the following is the biggest motivator for outsourcing your bookkeeping?
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Saving time so I can focus on the income producing parts of my business
Seeing how my business is doing so I can increase profits
Removing a burden and worry that looms over me constantly
All of it!
Something else
What stresses you out most about the current state of your books?
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How would you feel if your books were handled and under control?
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Describe what you are looking for in a bookkeeper, if you know.
How do you feel about your profits?
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I'm not making sales yet, but I have some costs
I'm starting to make sales, but my costs are higher than my sales
My sales exceed my costs, but I want bigger profits
I'm happy with my profits
I really don't know
How are you currently keeping track of your books?
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QuickBooks Online
Xero
Spreadsheet
Pen and paper
Something else
If we decide working together is a good fit, when will you be ready to start?
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ASAP
Within a week
Within a month
Not sure
The monthly fee starts at $300. If catch up is required, there will be an additional set-up fee. Is this within your budget?
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Absolutely!
If the value is there, yes!
I'm not sure
Not now
Please acknowledge that I do not provide income tax services.
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I understand that you do not provide income tax services.
Is there anything else that you would like to ask or share with me?
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Submit
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