Books Health Check Request Form

  • Books Health Check Request Form

    Thank you for your interest in a complimentary Books Health Check! This short form helps me gather a little background information about your business before we get started. It also outlines what the review includes so we are both on the same page from the beginning. Please complete all fields and review the agreement section at the bottom before submitting.

  • About Your Business

  • How are you currently doing your bookkeeping?*
  • Do you currently work with an accountant or CPA?*

  • Terms of the Books Health Check

  • Before we get started, please take a moment to read and acknowledge the following. This simply ensures we are both on the same page about what the Books Health Check includes and how your information will be handled.

    1. I understand that the Books Health Check is a complimentary review of my QuickBooks Online (or other bookkeeping software) account and that access must be provided in order for the Health Check to be completed.
    2. I understand that no changes will be made to my books during this review.
    3. I understand that my financial information will be kept strictly confidential and will not be shared with any third party.
    4. I understand that this review is not an ongoing service agreement and does not obligate either party to move forward with any paid services.
    5. I understand that following the review, I will receive a summary of findings along with personalized recommendations for next steps.
    6. I understand that Simply Healthy Bookkeeping LLC is not a licensed CPA firm and that this review does not constitute tax advice or accounting services.
  • Format: (000) 000-0000.
  • Date*
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  • Should be Empty: