Let’s Find Your Best Fit A few quick questions so we can recommend the right bookkeeping support for your business. Business Name(Required)Your Name(Required) First Last Preferred Method of ContactEmailPhoneYour Email Address(Required) Email Address Confirm Email Address Your Phone(Required)What type of business do you run?Examples: Retail, Contractor, Online Shop, Consultant, etc.What is your current bookkeeping situation like?(Required) I'm new - no records yet DIY - I've done it on my own but ready to pass it off. I'm behind and need to catch up I have a bookkeeper but need a new one Something else Please explain:How far back do you need bookkeeping help?Just going forward (starting next month)This year1 - 3 years4 or more yearsWhat level of support are you looking for?(Required) Monthly bookkeeping Cleanup services QuickBooks/Xero training Financial check-ins or advisory Other What is your monthly budget for bookkeeping help?(Required)Under $300$300 - $600$600 - $1000Over $1000I don't knowDo you currently use bookkeeping software?QuickBooks OnlineQuickBooks DesktopXeroOtherWhat is your timeline for implementing new financial or accounting solutions?ASAPA month or soWithin the next 1 - 3 monthsJust exploring right nowHow did you hear about us?ReferralSocial Media/GoogleNetworking groupOtherWho can we thank for the referral?If you don't mind, please share who referred you, so we can properly thank them.
