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Questionnaire
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Name *
Email *
Best phone number to reach you *
What is the legal name of your business? *
Business Address *
Are you the only owner? *
Type of Business *
Years in Business *
Average Monthly Revenue *
Accounting Software *
Current Bookkeeping Status *
  Do you currently have a CPA or tax preparer?   *
Please select what you need monthly/quarterly assistance with: *
Required
Will you have an assistant helping gather financial info?  Or are you able to provide the documents with no issues or delay? *
  Comfort with cloud portals    *
Preferred communication *

All clients must have an automated ACH or credit card on file for recurring billing.

 *
  Can you comfortably invest $250+ per month?   *
How soon are you ready to get started? *
Top 2-3 financial goals (6-12 months) *
Biggest business frustrations *
Desired outcomes from services *
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