Bookkeeping Quote Request

Bookkeeping Quote Request

Please take a moment to complete the questions below. I can't wait to connect with you!
Name*

First NameLast Name
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
If applicable, provide your website or Instagram username
How did you hear about me?*
Tell me about your business, what do you do? How long have you been in business?*
What is the legal name of your business?*
And the business address?*
Are you the only owner?*

YesNo
What makes now the right time to get help with your bookkeeping?*
Which of the following is the biggest motivator for outsourcing your bookkeeping?*

Saving time so I can focus on the income producing parts of my businessSeeing how my business is doing so I can increase profitsRemoving a burden and worry that looms over me constantlyAll of it!Something else
What stresses you out most about the current state of your books?*
How would you feel if your books were handled and under control?*
Describe what you are looking for in a bookkeeper, if you know.
How do you feel about your profits?*

I'm not making sales yet, but I have some costsI'm starting to make sales, but my costs are higher than my salesMy sales exceed my costs, but I want bigger profitsI'm happy with my profitsI really don't know
How are you currently keeping track of your books?*

QuickBooks OnlineXeroSpreadsheetPen and paperSomething else
If we decide working together is a good fit, when will you be ready to start?*

ASAPWithin a weekWithin a monthNot 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?*

Absolutely!If the value is there, yes!I'm not sureNot now
Please acknowledge that I do not provide income tax services.*

I understand that you do not provide income tax services.
Is there anything else that you would like to ask or share with me?*
Should be Empty: