1. Are your books current and up to date? *

Yes

No

If no, answer question 2.

2. How many months of bookkeeping do you need to catch up on?

3. How many non-expense transactions does your business have each month? *

revenue, income, and other income transactions

4. How many expense transactions does your busines have each month? *

5. How many business checking, and credit card accounts does your business have? *

6. How many merchant accounts (e.g., Stripe, Paypal) does your business use for transactions? *

7. Does your business currently have a bookkeeping software? *

Yes

No

No. I want to sign up for one.

8. Do you want receipt management? *

Yes

No

9. What accounting method does your business use?

Cash

Accrual

Hybrid

I don't know

10. Is there anything else you’d like us to know about your business or bookkeeping needs?

First Name *

Last Name *

Business/Organization *

Phone *

Email *

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