Small Business Consultation Form

Your answers will help me get a better picture of your current bookkeeping situation.

Email*

First name*

Last name*

What is your business name?*

What is your email address?*

What is your phone number?*

What is your preferred contact method?*

Phone

Email

In what city, state are you located?*

What industry is your business in?*

Contractor / Trades

Auto / Repair

Retail / Café

Professional Services

Tourism / Seasonal

Other

Number of employees?*

0 (just me)

1-3

4-10

11-25

25+

When do you want to start?*

ASAP

Within 30 days

Next quarter

Just exploring

Biggest bookkeeping headache right now?*

Number of accounts (bank + card)*

1

2

3-4

5+

Current book status?*

Up to date

1-3 months behind

4-12 months behind

12+ months behind

Current accounting software/method?*

QuickBooks Online

Excel/Paper

Other

Not sure