Share your needs and goals with Prestige Bookkeeping Solutions in this short survey.

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Share your needs and goals with Prestige Bookkeeping Solutions in this short survey.

1. What are your main bookkeeping challenges or pain points?

Organizing Receipts

Tracking Expenses

Reconciling Accounts

Clean-up Mismatched or Unreconciled Accounts

Other:

2. What bookkeeping services are you primarily looking for now?

Monthly Reconciliation

Tax Preparation

Financial Reporting

Clean-Up

Other:

3. Do you currently use any bookkeeping or accounting software? If yes, which one?

Quickbooks

Xero

Excel Spreadsheets

Google Sheets

Other:

4. Are there specific reports or metrics you’d like to track regularly?

Profit and Loss Statements

Cash Flow Projections

Custom Reports

Monthly Management Reports

Other:

5. How do you envision a professional bookkeeper helping your business succeed within the next trimester?

Consistent Accurate Financial Reports

Regular Account Reconciliations

Organize Financial Records

Clean-Up and Reconcile

Other:

6. Moving forward, how often would you like to review your financial statements with a professional?

Monthly

Quarterly/Trimester

Annually

As Needed

Other:

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