QuickBooks Needs Assessment
What do you need from us? Let us know here so we can give you the help you're looking for!
Your Company's Name:
How are things going in your business right now?
What day-to-day tasks do you hate doing (mileage tracking, invoicing, tracking & paying bills, etc.)?
What about your business finances would you like to understand better?
Where my money is going, i.e. "Cash Flow"
Roughly how much will I owe in taxes next year?
How does this year's performance compare to last year?
How is my business doing compared to others in my industry?
Which of my products/customers is generating the most income?
How often would you like to review your business's performance?
What would you like to accomplish with your business in the next year?
In the next 5 years? 10 years?
Are you looking to grow? What is your target annual revenue, and how quickly would you like to get there?
What does retirement look like for you? What lifestyle would you like to have? Are you saving now? What do you expect to get from Social Security?
Do you have a plan for succession? Do you plan to close down your business when you retire?
Anything else you'd like to share?
Send me a copy of my responses.
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