Full Name

Business Name (Legal)

Business Address

State of Operation (Required)

Best Contact Number

Email

Website

http://

Tell Us About Your Business Journey

1. Your Business Story

Help us understand what makes your business special. What inspired you to start, and what services/products do you offer?

2.1 Business Structure (Partnership)

2.2 Business Structure (Type of Partnership)

2.3 Business Structure Limited Liability Company (LLC)

2.4 Business Structure (Corporation)

Fill this field if you choose other

3. Business Timeline

How long have you been building your dream?

5. Your Ideal Bookkeeping Partnership

What qualities are you looking for in a bookkeeper? What would make this relationship successful for you?

6. Current Financial Systems

Which accounting software do you currently use, if any?

What's working well, and what would you like to improve?

7. Team Structure

Number of employees

Number of contractors

8. Financial Accounts

Number of business bank accounts

Bank Name

Number of business credit cards:

Bank Name

9. Monthly Transaction Volume

Approximately how many transactions do you process monthly?

Bank transactions

Credit card transactions

10. Tax Situation

What tax form does your business file?

When was your last filing?

11. Revenue Management

Current invoicing method

12. Monthly Deposit Volume

How many deposits come into your business each month? Please include all platforms (for example: one daily bank deposit and one daily PayPal deposit would be about 40-50 deposits per month)

13. Bill Payment

Current bill payment process

Monthly payment volume

16. Desired Start Date

When would you like to begin our partnership?

Next Steps

After receiving your completed questionnaire, we'll review your needs and schedule a diagnostic review of your existing files, next we will prepare a detailed proposal. We'll schedule a consultation to discuss how we can best support your business goals and answer any questions you may have. Thank you for taking the time to help us understand your business better. We look forward to the possibility of partnering with you on your financial journey. Your success is our priority. We're committed to providing the personalized attention and expertise your business deserves.

WELCOME TO YOUR
FINANCIAL JOURNEY

Let's Connect

NAVIGATION

FOLLOW US

CONTACT US

WELCOME TO YOURFINANCIAL JOURNEY

Let's Connect

NAVIGATION

FOLLOW US

CONTACT US

WELCOME TO YOUR
FINANCIAL JOURNEY