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
Full Name
*
First Name
Last Name
Business Name
*
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Industry / Type of Business
*
How long have you been in business?
*
Please Select
Less than 1 year
1–3 years
3–5 years
5–10 years
10+
How did you hear about arden creative bookkeeping and advisory?
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Google Search
Google Maps
AI Chatbot
LinkedIn
Other Social Media
Referral from someone
Event
Digital Ad
Other
What's your business's current financial bottleneck right now?
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What are you hoping to get out of our call?
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What do you file your taxes as (Individual/1040, S corp, C Corp, Partnership, other)
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Individual/1040
S corp
C Corp
Partnership
Other
How many employees do you have on Payroll?
*
How many Vendors/contractors do you have (1099)
*
Bookkeeping Check
Do you currently have a bookkeeper or a structured bookkeeping system in place?
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Yes
No
Sorta
How often do you pay your business taxes?
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Monthly
Quarterly
Yearly
If you were audited tomorrow, do you feel confident your books are in order?
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Yes, absolutely
Somewhat
No, not at all
Are you currently paying back taxes?
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No
Yes
Unsure
Do you carry a significant amount of bad business or personal debt?
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No
Yes
Unsure
CFO / Financial Check
Do you know your exact monthly revenue and expenses without having to dig through spreadsheets or bank statements?
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Yes
No
Do you keep your personal and business finances completely separate?
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Yes
No
Do you have at least 3 months of expenses saved as a cash reserve?
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Yes
No
Do you know the profit margin on each of your services or products?
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Yes
No
Do you review your income statement for your business at least once a week?
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Yes
No
Do you invoice promptly after project completion and follow up consistently on late payments?
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Yes
No
Do you set aside money for taxes on a regular basis — quarterly or monthly?
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Yes
No
Total Score
How many accounts do you have?
*
Do you use QuickBooks Online?
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Yes
No
Loans?
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Yes
No
Who has been doing the books?
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When do you want to get started?
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When in your fiscal year do you want to start?
What’s your monthly or yearly budget for accounting and financial services?
*
🎉 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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