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Tell me about your business and goals
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break up with your bookkeeping.
Name
Email
Phone Number
If you have Instagram, what's your user name?
How did you hear about us? If someone sent you to me, please share their name so I can thank them!
What is the legal business name?
And business address?
Are you the only owner?
Tell me a bit about your business, what do you do and who do you serve? How long have you been in business?
How many bank accounts and credit cards do you have in the business?
What is your biggest motivator for outsourcing your bookkeeping?
Saving time so I can focus on the income producing parts of my business.
Seeing how my business is doing so I can increase profits.
Remove a burden and worry that is constantly looming over me.
All of it!
Something else.
Do you (or should you) report sales tax?
Yes
No
I'm not sure
What makes now the right time to get help with your bookkeeping?
How do you feel about your profits?
I'm not making any sales yet but I have some costs.
Im starting to make sales but my costs are higher than my sales.
My sales exceed my costs but I want bigger profits.
I'm profiting pretty well but want more.
I am happy with my profits.
I don't know.
How are you currently keeping track of your books?
Quickbooks Online
Xero
Excel spreadsheet
Pen and paper
I'm not
Something else
If we decide working together is a great fit when will you be ready to start?
ASAP
Within a week
Within a month
Not sure. I'm just shopping around
Our monthly fee starts at $300, is this within your budget?
Absolutely!
If the value is there, yes!
Not now
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