Virtually Essential-Business Services
Business Support Request
Name
*
First Name
Last Name
Business Name
*
Email
*
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Preferred Method of Communication
*
Please Select
Email
Phone
Text
Website (if applicable)
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Business Snapshot
Type of business/industry
*
Years in business
Please Select
Less than 1 year
1-3 years
3-5 years
5+ years
Monthly Revenue Range (optional)
Please Select
Under $5,000
$5,001-$10,000
$10,001-$25,000
$25,001-$50,000
$50,001+
What kind of support are you looking for?
*
Monthly Bookkeeping
Catch-up/cleanup
Help getting organized
Ongoing business support
Not sure
Are your books currently up to date?
*
Yes
No
How far behind are your books?
1-3 months
3-6 months
6+ months
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Systems and Tools
Which systems do you currently use for bookkeeping?
*
QuickBooks Online
QuickBooks Desktop
Another Software
I don't currently use one
If "Another software", please describe
Do you accept payments through any of the following? (Select all that apply)
*
Stripe
Square
Paypal
Bank Transfers (ACH/Zelle, etc.)
Cash
Not sure
How are you currently tracking your income and expenses?
*
Accounting Software
Spreadsheets
Bank statements only
Not currently tracking
Other tools you'd like us to be aware of:
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Pain Points
What is your biggest challenge right now? (Select all that apply)
*
Keeping books organized
Falling behind on bookkeeping
Not sure where my finances stand
Managing business tasks/operations
Preparing for taxes
Staying consistent month to month
Not sure
Tell me more (if you'd like)
What would you like help with right now? (Select all that apply)
*
Monthly bookkeeping
Catch-up/ cleanup
QuickBooks setup
Ongoing business support
Organization/systems
Not sure
Anything more specific you'd like help with?
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Goals and Priorities
Anything you'd like to improve or get more organized over the next few months?
This helps us plan the best support for you moving forward.
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Acknowledgement
I understand that the information provided is accurate to the best of my knowledge. I understand that Virtually Essential will review my submission and follow up with next steps, including service details, pricing, and any additional information needed. Services will begin after agreement and payment are completed.
*
Submit
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