Your Books: Checked - Together Enquiry

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Name* This field is required.
First Name
Last Name
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Email* This field is required.
example@example.com
3
Business Name(If you have one)
4
What does your business do?eg graphic design
5
When did you start your business?(an estimate is fine - don't worry about an exact date)
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How would you describe your business?If you haven’t decided this yet, that’s absolutely fine. We can talk through the different options and what might suit you best.
Sole Trader
Limited Company
Just starting out
Not sure
Other
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Are you up to date with your tax returns?
Yes
No
I'm unsure
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How does bookkeeping currently feel for you?
I feel confident and have a system in place
I know what to do, but I think I need some guidance
I start with good intentions, then I fall behind
I avoid it until I have to
I haven't even attempted it yet
I'm not sure
Other
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How would you describe where your books are at right now?
Mostly up to date
A bit behind but manageable
Quite behind and overwhelming
I haven't touched them
I genuinely don't know
Other
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What do you currently use to keep track of income and expenses?
Xero
FreeAgent
Spreadsheet
On paper
Other software
I have no system
Other
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How confident do you feel using your software/system?
Comfortable
I get by
Not confident
I mostly avoid it
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What kind of support do you think would help you most?
Gentle reminders and nudges
Sitting down together to review things
Reassurance that what I'm doing is correct
Help understanding what the numbers actually mean
Having someone on hand to answer anything I'm unsure about
Accountability to help me stop putting off my bookkeeping
Having the option to sit down together on a video call while I work on my bookkeeping
Help creating a bookkeeping system that works for me
Other
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How do you feel about regular check-ins?These would be very informal check-ins - usually a quick WhatsApp or email nudge, with no pressure to reply unless you want to.
I think they'd really help me stay on track
I'm nervous about them but know that I need them
I'm open to trying it
I don't think that's what I need
Other
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How do you prefer to communicate?
Email
WhatsApp
Voice notes
Video calls
In person
Other
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Is there anything you're currently avoiding or worrying about when it comes to your bookkeeping/finances?It isn't a test and you don't have to say anything at this stage unless you want to. It just helps me get a better idea of the support required.
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What feels like the right next step for you?If you're happy to proceed with this package, I'll send over the paperwork to get the ball rolling. If you'd like more information or to talk things through, I'll send over a message with my call booking link, or feel free to just reply with any questions.
I'd like to go ahead - please let me know what happens next
I'd like to talk it through first (via video call or message)
Other
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Privacy Policy* This field is required.I’ve read and understand the privacy policy and am happy for my information to be used to respond to my enquiry.
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