Let’s Dive In!

Fill out this quick questionnaire to help me get to know your business better. This way, we can have a super productive (and fun!) discovery call together.

Step 1: Please complete the following questionnaire

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Name *

First

Last

Email *

Phone *

Business Name *

Website

Business Type *Sole ProprietorSingle Member LLCLLC PartnershipLLC Corporation

Is your business taxed as an S-Corp?NoYesI don't know what those words mean.

How long have you been in business? *I'm just starting up2-5 Years5+ Years

Tell me a little about your business. *

How do you currently keep track of your books? *I am not currently doing any bookkeepingIt's all in my headExcel / Google SheetsQuickBooks OnlineOther - Please explain below.

If you selected Other, please explain.

Do you have employees or run payroll? *

• Yes
• No

If so, how do you perform payroll?

Are your tax returns current? *

• Yes
• No

How many bank accounts and credit cards do you have? *

Do you have inventory? *

• Yes
• No

Do you report sales tax? *

• Yes
• No

How do you currently accept payments or invoice your customers? (Stripe, Square, PayPal, Cash, Check, Through Accounting Software, Etc.)

Do you have any loans or leases and if so, how many? *

What is your annual revenue? *

What is your budget for bookkeeping? *

Which of the following is the biggest motivator for outsourcing your bookkeeping? *Saving time so I can focus on the parts of my business that make moneySeeing how my business is doing so I can increase profitsTransitioning this task from an in-house responsibilitySomething else

Do you have any questions, or would you like to add anything else?

If we decide we are a good fit for each other, when would you want to start?YesterdayNext two weeksIn the next monthI am just shopping around, I am not ready to decide

How did you hear about us?ReferralFacebookGoogleQuickBooks Online ProAdvisor Listing

If you were referred to us, who should we thank?

Check this box to acknowledge that we do NOT provide any auditing or income tax services. *

• I understand

Let's Do This!

Step 2: QuickBooks Online Invitation

Step 3: What's Next?