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Pre-Screening Questionnaire
Welcome! To schedule your call, please fill out this form, and get this information back to me within 24 hours. The form should take 3-5 minutes to fill out.
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First name
Your answer
Last name
Your answer
Business name
Your answer
Email
Your answer
Phone
Your answer
What is the biggest challenge you’re currently having in your business that keeps you up at night?
Your answer
How long have you had this challenge in your business, and what’s the most frustrating part of it for you?
Your answer
How long have you been dealing with this problem, and what have you tried to solve it that hasn’t worked?
Your answer
Why are you seeking help now? What happened or made you realize that you need to make a change?
Your answer
What scares you the most about your books/financial statements, taxes or financial issues in general?
Your answer
What are you seeking to gain from an accounting/bookkeeping/tax firm that you wish you had received in the past?
Your answer
Where do you want to see your business in the next 6-12 months?
Your answer
What changes would you make to your business if you were starting over today?
Your answer
What would your life look like if this was no longer a problem in your business?
Your answer
What would make you feel most confident when it comes to your finances?
Your answer
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