Get to know you before Free Consultation
Please take a moment to complete this form so we can learn more about you and your business’s bookkeeping needs. Your responses will help us prepare a personalized and productive consultation tailored specifically to you.
Business Name
Main Contact Person (Full Name)
*
First Name
Last Name
Contact Email Address
*
example@example.com
Contact Phone Number
Please enter a valid phone number.
Business Website (if applicable)
Business Structure
*
Individual
Sole Proprietorship
Partnership
Corporation
LLC
Cooperative
Non-Profit
Franchise
Other
How is your bookkeeping currently managed?
*
In-house (by owner or staff)
Outsourced to a bookkeeper/accountant
Not currently managed
Other
Which bookkeeping or accounting software do you use?
QuickBooks
Xero
FreshBooks
Sage
Wave
Excel/Spreadsheets
None
Other
What are your main bookkeeping challenges or pain points?
What would you like to achieve from your free bookkeeping consultation?
Submit Questionnaire
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