Likes Accounting Company
Interested Partner Form - Tell us about your business and how it runs.
Name
*
Business Name
Business Contact Name
Phone Number
*
Please enter a valid phone number.
Email
*
example@example.com
What time zone are you located in?
*
Please Select
Pacific Time
Mountain Time
Central Time
Eastern Time
Other
What does your business do?
*
How is your company structured?
*
Please Select
Partnership (please answer the next question)
LLC
S-Corp
Other (please indicate in the next answer box)
If this is a partnership, what is your percentage of ownership?
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What brought you here?
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What is the most important thing you want us to know?
*
What are your pain points when it comes to your financials?
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Do you use accounting software now? If so, which one? (*Note: We work exclusively with QuickBooks Online. If you're not on QBO yet, no worries. We'll assist you in making a smooth transition.)
Do you use accounting software now? If so, which one? (*Note: We work exclusively with QuickBooks Online. If you're not on QBO yet, no worries. We'll assist you in making a smooth transition.)
*
Please Select
QuickBooks Online
QuickBooks Desktop
Xero
FreshBooks
Zoho Books
Other
None
Which CRM are you using?
*
Please Select
Service Titan
Housecall Pro
Jobber
Sales Force
Other
If it's none of the above, tell us what your CRM is.
How do you track invoices?
*
How do you track bills?
*
How often do you process transactions now?
*
Please Select
Daily
Weekly
Monthly
Other
Who currently handles your books?
*
What was your annual revenue for the previous calendar year? What do you project to do this year?
*
2023 revenue/2024 projected revenue (ex. 757K/920K)
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Are you part of a mastermind group?
*
Please Select
Yes
No
If so, which mastermind group are you a member of?
How did you hear about us?
*
Please Select
Podcast
Heard Meaghan speak
Word of mouth
Web search
Home Service Freedom
Garage Door Freedom
Other
We'd love to know more! (Like which podcast, conference, or referral brought you to us.)
Is there anything else we should know? You can put that here.
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