Name *

First Name

Last Name

Phone *

(###)

###

####

Are your business finances and records up to date?

Yes

No

Not sure

What type of bookkeeping services do you need?

General bookkeeping (recording transactions, balancing accounts, financial reporting)

Accounts payable/receivable management

Catch-up or clean-up services (getting books up to date)

Other

What are your main challenges with bookkeeping? *

Lack of time/resources

Difficulty with tax filings

Inaccurate financial reports

Software-related issues

Inability to track expenses or profits effectively

Other

Do you need assistance with tax filing or tax planning? *

Yes, both

Yes, tax filing only

Yes, tax planning only

No

Do you currently have an accountant or tax preparer?

Yes

No

Are you looking for ongoing bookkeeping support or one-time help?

Ongoing monthly support

One-time catch-up

A mix of both

How did you hear about our services?

Referral

Google search

Social media

Networking event

Other

How would you prefer to conduct the consultation? *

Phone call

Video conference (Zoom or Google Meet)

Do you agree to share access to your financial records and systems as needed for this consultation? *

Yes

No