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Work With Me Initial Questions
This form is to get a couple of answers about your business industry, your bookkeeping and what you’re looking to accomplish.
Do you have a website?
What industry is your business?
Do you have a bookkeeping system established?
What is your bookkeeping system currently?
Cloud based system (Quickbooks Online, Xero, etc)
Something I created
None...I don't have one
Which questions best describes your current situation?
I have no bookkeeping system but I keep my receipts! No idea where to go from here.
I have no bookkeeping system, business receipts are everywhere.
I have my own created system but not sure it's the best. Needing a little guidance.
I have a bookkeeping system with my receipts saved but not sure what to do.
I have a good grip on the bookkeeping concept, I'm ready to fine tune my financial bookkeeping picture.
Where do you see your business in 12 months?
What's the biggest pain point regarding your business financial picture?
Please use this section to elaborate on anything you'd like me to know about your accounting and bookkeeping process before we meet:
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