KRS Clean Books Package Intake 📚✨

KRS Clean Books Package Intake 📚✨

Provide your details and needs to get started with our clean books service.
Contact Info
Full Name*

First NameLast Name
Company Name*
Email Address*
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Business Overview
What type of business do you operate?*

Property Management CompanyReal Estate Investment CompanyOther
What software are you currently using?*

AppFolioBuildiumPropertywareYardiQuickBooksOther
Volume (Pricing Inputs)
How many bank accounts need to be reconciled monthly?*
How many credit card accounts do you have?*
Estimated number of transactions per month?*

0–150150–300300–600600+
Current State
Are your books currently up to date?*

Yes, fully up to dateBehind 1–3 monthsBehind 3–6 monthsBehind 6+ months
How would you describe the condition of your books?*

Clean but just behindSome inconsistenciesDisorganized / unsure
Services Needed (Critical Filter)
What are you looking for help with?*

Bank & credit card reconciliationsTransaction categorizationMonthly reporting
Do you need any of the following?

Trust account reconciliationOwner statementsBill pay / accounts payableTenant tracking / ARCFO / advisory
Expectations
Which best describes what you’re looking for?*

Clean books + reportingFull-service bookkeepingNot sure yet
How soon are you looking to get started?*

ASAP2–4 weeksJust exploring
Internal lead scoring guide
Green = likely Clean Books Package fit. Yellow = review manually and may need adjusted pricing. Red = likely upsell or a different service.
Lead score

GreenYellowRed
Pricing-prep summary
Bank accounts: Credit card accounts: Transaction range: Months behind: Book condition: Services requested: Disqualifier services: Start timeline: Lead score:
Follow-up workflow notes
Green: send Clean Books Package proposal/pricing review. Yellow: review manually before pricing. Red: follow up with a more comprehensive service option.
Lead Score
Lead Status
Thank you for your submission. You will receive a confirmation email of this submission, and someone from our team will be in touch soon! ~ KRS Smart Books Team
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KRS Clean Books Package Intake 📚✨

Contact Info

Business Overview

Volume (Pricing Inputs)

Current State

Services Needed (Critical Filter)

Expectations