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?
*
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?
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?
*
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
How did you hear about us?
*
Friend / colleague
Instagram
LinkedIn
Google search
Other
Who can we thank for referring you?
Please provide their name and organization (if applicable)
Do you have anything else you want to tell us about?
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