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True Books Accounting
Answer this short 5 question survey to see if we would be a good fit to work together
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* Indicates required question
Are you currently using QuickBooks Online, or are you willing to switch to QuickBooks Online for your bookkeeping needs?
*
Yes, I use QuickBooks Online
Don't use QuickBooks Online but willing to switch
Don't wan't to switch to QuickBooks Online
Do you currently manage inventory or do you plan to manage inventory in the future?
*
No inventory
We plan to track our own inventory and provide updates
We want you to be able to track inventory and COGS
Can you give me a rough estimate of your top-line revenue for the past year? This will help me understand the complexity of your bookkeeping needs.
*
Under $500k
$500k - $1mil
$1mil - $4 mil
$4mil - $7 mil
$8mil+
Are you looking for just bookkeeping services, or do you also need help with AR, AP, payroll, budgeting, or projections? This will help me understand the full scope of your accounting needs.
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Just transactional bookkeeping services
Bookkeeping + financial statements
Add accounts receiveable, payable or payroll
Yearly budget + budget vs actual variance tracking
2-5 year projections
What is your biggest accounting problem or pain point right now? This will help me understand the specific challenges you're facing and how I can best help you.
*
Your answer
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