QuickBooks Needs Assessment
What do you need from us? Let us know here so we can give you the help you're looking for!
Email address *
Your Name: *
Your answer
Your Company's Name: *
Your answer
How are things going in your business right now?
Your answer
What day-to-day tasks do you hate doing (mileage tracking, invoicing, tracking & paying bills, etc.)?
Your answer
What about your business finances would you like to understand better?
How often would you like to review your business's performance?
What would you like to accomplish with your business in the next year?
Your answer
In the next 5 years? 10 years?
Your answer
Are you looking to grow? What is your target annual revenue, and how quickly would you like to get there?
Your answer
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?
Your answer
Do you have a plan for succession? Do you plan to close down your business when you retire?
Your answer
Anything else you'd like to share?
Your answer
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