Let's Connect
Share a bit about your situation - we'll reach out to see how we can help.
Your Name:
*
First name is fine
Your Email:
*
example@example.com
Organization Name:
*
What's your biggest bookkeeping or admin challenge right now?
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Catching up on backlogs
Reports that aren't clear or timely
Payroll or government filings
Software setup or migration
Other
Who's currently looking after your bookkeeping/admin?
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A staff member or volunteer is formally responsible (with some experience)
No one is formally responsible — it’s ad-hoc or neglected
An outside bookkeeper or accountant manages it
Other
What bookkeeping tool are you using?
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None
Excel/Manual
QuickBooks Online
Xero
Sage
Other
How soon are you hoping to make a change?
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Urgently (like this month!)
Within 3 months
Within 6 months
Just exploring options
Other
Which below best describes the biggest part of your organization's work?
*
Retail, Hospitality or Agriculture (eg. bookstore, bar, farm)
Trades / Contracting (eg. landscaping, electrician, courrier service)
Professional / Consulting (eg. legal, coaching, architecture, real-estate)
Community Service / Programs (eg. food bank, daycare, emergency housing)
Other
What is your legal incorporation status?
*
Non-Profit Corporation (OBNL) / Charity
Cooperative (for profit or nonprofit)
Incorporated business (Inc./Ltd.)
Sole proprietorship
Other
Do you have anything else you want to tell us about?
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