Diagnostic Review Questionnaire

1

Name* This field is required.

First Name

Last Name

2

Title

3

Business Name* This field is required.

4

Email* This field is required.

example@example.com

5

Phone Number

Please enter a valid phone number.

6

Which industry best describes your business?* This field is required.Home Service Trade = (Plumbing, Electrical, Roofing, Landscaping, Handy Services, Cleaning, Maintenance Services, Construction or Remodeling)

Home Service Trade

Other

7

Which of our services are you interested in?* This field is required.

Bookkeeping (Recurring)

QuickBooks Diagnostic Review

File management

QuickBooks Clean Up

Other

9

How long have you been in business?* This field is required.

Less than 1 year

1-3 years

3-5 years

5+ Years

10

What’s your approximate annual revenue range?* This field is required.

Under $50K

$50K–$250K

$250K–$500K

$500K–$1M

$1M+

11

Which accounting software do you currently use?* This field is required.

QuickBooks Online

QuickBooks Desktop

Wave

Xero

None – We need help setting up bookkeeping

Other

12

When was your last bank reconciliation completed?* This field is required.

Within the last month

1–3 months ago

3–6 months ago

More than 6 months ago

Not sure

13

What are your top bookkeeping challenges right now?

My books are behind or incomplete

I’m not confident in my financial reports

I suspect errors or missing transactions

I need to prepare for taxes

I want ongoing bookkeeping after cleanup

Other

14

Are you ready to invest in professional bookkeeping cleanup and ongoing support if we’re a fit?

YESNO

15

How soon would you like to get started?

Within 1 week

Within 2–4 weeks

Within 1–3 months