Client Interest and Discovery Call Form

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 NameLast Name
Email Address
example@example.com
Phone Number
Please enter a valid phone number.
Business/Gym/Studio Name
Number of Employees
Number of Contractors
How Many Years in Business?
Approximate Number of Members / Clients
Annual Revenue (total/gross -before expenses)
Which services are you interested in? (Details at www.eagleeyeacct.com/services)

Fit Finances ReviewProfit & Performance Planning MeetingCleanup & Catch-upFoundation Monthly PackageMomentum Monthly PackagePeak Monthly PackageI'm not sure yet
Tell me a bit about your financial goals and concerns, and/or your most pressing questions:
What are your dreams for your business...and what keeps you up at night?
Are you currently working with a bookkeeper? If so, why are you looking to change providers?
Are you currently working with a CPA or professional tax preparation provider?
What is the most recent year taxes were filed?
Your Books
Number of Bank Accounts
Number of Credit Cards
Third-party platforms you are using:
e.g. gym/studio management apps, POS system
Books are reconciled through:

MonthDayYear
Date
Are we a good fit?
Please verify that the options below apply to you:

I currently use QuickBooks Online or I am ready to switchI currently use, or am willing to use a payroll provider (such as Gusto or ADP), or I don't have payrollI have a copy of my most recent tax return and am able to provide it to you prior to work beginningI am willing to have you communicate directly with my CPA/tax preparerI am able and committed to responding to questions and requests within a short timeframeI understand that our communication - outside of any scheduled virtual meetings - will be primarily through emailI am looking for a business partnership based on mutual respect
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?
Any other questions you may have for me and/or 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.
Please verify that you are human*
Should be Empty:

Client Interest and Discovery Call Form

Contact Information

Your Books

Are we a good fit?

Thank you for your interest. I look forward to talking with you and will be in touch shortly to schedule a virtual meeting.