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New Insight Accounting Website Inquiry
Please answer the following questions as applicable to help us determine the scope of your needs.
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Email
*
Your email
Your Name
*
Your answer
Name of your business
Your answer
How did you hear about us?
Your answer
Industry/nature of your business
Your answer
Tell us what type of accounting help are you looking for? Please check all that apply
*
Ongoing Bookkeeping
Payroll
One-time Clean up/catch up project
Budgeting and/or cash flow forecasting
PPP and/or ERC Assistance
Financial reporting
Process Improvement
Tax Preparation (note we do not prepare tax returns)
Other:
Required
What is your current bookkeeping system?
*
QuickBooks Online
QuickBooks Desktop
Other accounting software, such as Xero, Sage, etc.
Excel or other manual process
I don't have a process yet
Other:
If you aren't currently using QuickBooks Online, are you willing to switch?
Yes
No
Maybe
Currently use QuickBooks Online
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How current are your books? Are you needing clean up or catch up work, or just going forward?
Your answer
When are you interested in getting started?
Your answer
Do you have a monthly budget in mind for these services that we should be mindful of in determining scope and expectations?
$350-$600
$600-900
$900-$1500
$1,500-$2,500
$2,500-$3,000
Over $3,000
Other:
Clear selection
Anything else you would like us to know or to tell us about why you're interested in becoming our client?
Your answer
Would you like to set up a discovery call to discuss further working together?
Your answer
Send me a copy of my responses.
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