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Understanding the financial health of your business is essential and it all starts with bookkeeping. But you definitely don't have to do it yourself. Fill out the form to book a call with us!
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Email
*
Your email
Name
*
Your answer
Phone Number
Your answer
If you have an Instagram, what is your username?
Your answer
How did you hear about us?
Your answer
Tell me about your business. What do you do?
Your answer
What is the legal name of the business?
Your answer
And the business address?
Your answer
Are you the only owner?
*
Yes
No, there are multiple owners
How long have you been in business?
*
I don't have a business yet, but am in the process of setting it up.
This is the first year
2-5 years
Over 5 years
Which of the following is the biggest motivator for outsourcing your bookkeeping?
Choose
I currently do it myself. It takes up too much time, and I'm nervous about the accuracy.
To see how my business is doing so I can increase profits.
It stresses me out and I don't want to worry anymore
Something else
How do you feel about your business' current profits?
Choose
I am not making sales yet, but have some costs.
I am starting to make sales, but my costs are higher than my sales.
My sales exceed my costs, but I want to increase profits
I'm profiting, but want to make more money.
I am excited about my profits!
How do you currently keep track of your books?
Choose
Quickbooks Online
Xero
An excel spreadsheet
A notebook
I am not tracking
Our fee starts at $400 a month, and includes an onboarding fee. Is this within your budget?
Choose
Yes, I am ready to get started!
If the value is there, yes.
Not yet
If we decide to work together, when will you be ready to get started?
Choose
Right away
Next month
I am shopping around
Are you looking for a tax preparer?
Choose
Yes, I need a bookkeeper and tax preparer
Yes, I only need a tax preparer. I don't want to hire a bookkeeper yet.
No, I already have a tax preparer.
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