Books Cleanup Questionnaire
Answer five quick questions to help us estimate cleanup scope, then choose your complimentary 20-minute discovery call.
How far behind are your books?
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Current, but I don't trust the numbers
Behind 1-3 months
Behind 4-6 months
Behind 7-12 months
Behind 1-2 years
Behind more than 2 years
They've never been done
What are your records living in right now?
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QuickBooks Online
QuickBooks Desktop
Xero, Wave, FreshBooks, or similar
Spreadsheets
Bank statements and receipts, nothing more
A previous bookkeeper has the file and I don't have access
I'm not sure what I have
Which of these describe your file today? Check all that apply
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Bank or credit card accounts have never been reconciled
A large pile of uncategorized or Ask My Accountant transactions
Duplicate transactions from importing more than once
Balances that are negative or clearly wrong
Personal and business spending mixed in the same accounts
Opening balances were never set correctly
A prior bookkeeper left partway through
Payroll isn't recorded, or isn't recorded correctly
Sales tax is unfiled or unreconciled
Loans, credit lines, or owner draws that aren't tracked
I genuinely don't know what's in there
How much volume are we cleaning up?
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1-2 accounts, under 50 transactions a month
1-2 accounts, 50-150 transactions a month
3-4 accounts, under 150 transactions a month
3-4 accounts, 150-300 transactions a month
5+ accounts, or more than 300 transactions a month
I'm not sure
What's driving the timing, and is there a deadline?
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Full Name
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First Name
Last Name
Email
*
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Business Name
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What does your business do?
*
Anything else I should know before we talk?
Schedule your free call here
Then click submit
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