• arden creative bookkeeping and advisory— Client Intake & Assessment

    Before our call, we'd love to learn a bit about you and your business. This helps us make the most of our time together. Includes a bookkeeping and financial assessment

  • Welcome — Let's Get to Know You

  • Format: (000) 000-0000.
  • What do you file your taxes as (Individual/1040, S corp, C Corp, Partnership, other)*
  • How did you hear about arden creative bookkeeping and advisory?*

  • Bookkeeping Check

  • Do you currently have a bookkeeper or a structured bookkeeping system in place?*
  • How often do you pay your business taxes?*
  • Are your books up to date through last month, or do you need past months/years catch up?*
  • If you were audited tomorrow, do you feel confident your books are in order?*
  • Are you currently paying back taxes?*
  • Do you carry a significant amount of bad business or personal debt?*
  • Do you use Quickbooks Online for your accounting software?*

  • CFO / Financial Check

  • Do you know your exact monthly revenue and expenses without having to dig through spreadsheets or bank statements?*
  • Do you keep your personal and business finances completely separate?*
  • Do you have at least 3 months of expenses saved as a cash reserve?*
  • Do you know the profit margin on each of your services or products?*
  • Do you review your income statement for your business at least once a week?*
  • Do you invoice promptly after project completion and follow up consistently on late payments?
  • Do you set aside money for taxes on a regular basis — quarterly or monthly?*
  • Loans?*
  • 🎉 Great job! Your finances are in strong shape. You've clearly built solid habits around your money — that puts you ahead of most business owners. The next step is booking a free call with Andrew to review your results and map out where you want to go next. Book Your Free Call → https://www.arden-creative.com/contact
  • You're doing some things well, but there are a few areas that could use some attention. The good news: these gaps are fixable with the right systems and support. Book a free call with Andrew to walk through your assessment and build a plan. Book Your Free Call → https://www.arden-creative.com/contact
  • It looks like your finances need some attention — but that's exactly why you're here. The good news: these things are fixable. Many of our clients started exactly where you are. Book a free call with Andrew to go over your results and figure out the right next step together. Book Your Free Call → https://www.arden-creative.com/contact
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