• Welcome! This form helps me understand your business so I can serve you with honesty and heart. 🌿
  • Format: (000) 000-0000.

  • Tell Me About Your Business 🌱

  • Let's Talk Numbers (No Judgment!) 🌿

  • Do you have a separate business account?
  • Do you have a business credit card?
  • Are personal and business finances mixed? Be honest — that's what we're here for! 🌱

  • What Do You Need Help With? 🌻

  • Services you're interested in
  • Do you issue 1099s to contractors?
  • Do you collect sales tax?
  • Which package interests you? No pressure! We'll find the right fit together.

  • Childcare Provider Details 🧸" — "These questions help me tailor my services specifically for childcare businesses!

  • Are you a licensed , childcare provider?
  • Do you accept subsidy/state-assisted payments?
  • Do you use Time-Space Percentage for deductions?
  • How do parents pay you?

  • Let's Get Real For a Sec 💛

  • How confident do you feel about your current finances?
  • Have you worked with a bookkeeper before?

  • Share What You've Got (Optional!)📎 "Don't stress about having everything perfect — upload what you can and we'll figure out the rest together

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  • Almost Done! 🌿

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