Client Interest and Discovery Call Form
I’m here to help make your finances simple and clear. Please take a few moments to share some details below — this will help me provide tailored guidance and recommend the best solution for your gym or studio.
Contact Information
Name
First Name
Last Name
Email Address
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Business Name
Number of Employees
Number of Contractors
How Many Years in Business?
Approximate Number of Members / Clients
Annual Revenue (total/gross - before expenses)
Which package looks like the best fit for your needs? (Details at www.eagleeyeacct.com/services)
Foundation Monthly Package
Momentum Monthly Package
Premier Monthly Package
Fit Finances Review
Cleanup & Catch-up Services Only
What are your most pressing financial concerns and/or questions?
What are your dreams for your business...and what keeps you up at night?
Who is currently handling your books? What is prompting you to change?
Are you working with a CPA or professional tax preparer?
What is the most recent year taxes were filed?
Your Books
Total Number of Bank Accounts
Total Number of Credit Cards
Total Number of Loans
All third-party platforms you are using:
e.g. gym/studio management apps, POS system
Are you currently tracking any gym or studio metrics such as Average Revenue per Member, Monthly Recurring Revenue, Churn Rate, etc.?
Books are reconciled through:
-
Month
-
Day
Year
Date
Are we a good fit?
Do these apply to you?
I use QuickBooks Online or I am ready to switch
I use, or am willing to use, a payroll provider (such as Gusto or ADP) or I don't have payroll
I am able to provide my most recent tax return and related documents
I am willing to have you connect directly with my CPA
I understand that our communication - other than scheduled virtual meetings - will be primarily through email
Maintaining books isn't just for tax filing. I want to gain a better understanding of how I can use my financial data and reports to make informed decisions and successfully run my business.
I provide personalized and attentive service to a small number of clients and partner with those who are responsive and communicative. Timely communication and follow-through are essential to keeping your books and financials accurate, up-to-date, and maintained to the highest standard. Can you commit to responding to questions and requests within a reasonable business timeframe (typically 1–3 business days)?
Yes
No or Truthfully, I'm not sure
What would make a bookkeeper a perfect fit for you?
What’s your ideal bookkeeper like? What do you wish he/she could handle for you?
Anything else I should know?
Thank you for your interest. I look forward to talking with you and will be in touch shortly to schedule a virtual meeting.
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