Consultation Form 
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Email *
Section 1 - About you 
What is your name & phone number ? 
What city and state is your business in? 
Section 2 - About Your Business 
What type of beauty services do you offer ? 
Clear selection
How long have you been in business ? 
Clear selection
How is your business setup ? 
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Do you work: *
Required
Do you sell beauty products to clients?  *
Required
What products do you sell?  *
Section 3 - Your Money & Bookkeeping 
Do you have a separate business bank account ?  *
Required
How do you track your money right now?  *
Required
About how much money does your business make each month?  *
Required
Do you take payments through:  *
Required
Do you keep receipts for supplies?  *
Required
Business Activity 
About how many clients do you see each week?  *
Do you have employees or helpers?  *
Required
Do you pay independent contractors (1099)?  *
Required
Do you sell retail products like shampoo, lashes, or skincare?  *
Required
Do you collect sales tax on products?  *
Required
Taxes
When was the last time you filed taxes for your business?  *
Required
Do you currently work with a CPA or tax preparer?  *
Required
Are you worried about taxes right now?  *
Required
What Help Do You Need? 
What do you need help with (check all that apply) *
Required
What is the biggest money or business problem you want help solving?  *
Your Goals
What is your main goal for your business this year?  *
What would success look like for you in your business?  *
Do you want to grow your business or keep it small and steady?  *
Why are you looking for a bookkeeper?  *
A copy of your responses will be emailed to the address you provided.
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