Bookkeeping Services Questionnaire

Ready to Explore Bookkeeping Together?

This takes 3-5 minutes. No wrong answers — we're just learning about your business. Skip any question if you're unsure.

Once submitted, we'll email confirmation (usually within 1 business day). Follow-up within 2 business days.

By submitting, you agree to email contact. No spam — unsubscribe anytime.

Budget Check

Our monthly bookkeeping starts at $475. Is this in your budget?

Yes No / Not right now

We use Xero only (simple & reliable).

I'm open to switching (we'll help migrate) I want to stay on my current system

We handle details, but you'll help with quick weekly tasks (receipt photos, etc.).

Yes Yes, with reminders or simple tools

Do you mix personal/business spending now? (Separate accounts required when we start)

Yes, but I'll separate them right away No, accounts are already separate

First Name *

Last Name *

Email *

Phone (optional)

Business Name *

Website *

Diagnostic / Cleanup / Catch-Up Monthly Bookkeeping CFO Services (Budgeting & Forecasting) DIY Consulting Xero Training

Main income sources? * (e.g., courses, products, services) Annual sales range: *

< $100K $100K–$200K $200K–$500K $500K–$1M

Monthly expenses (approx.): * Current accounting tool: * Monthly transactions (in + out): *

< 25 25–50 50–75 75–100 100–150 150+

Current bookkeeper? *

Yes No

Taxes up to date? *

Yes No

Last filing year:

What do you want most from a bookkeeper? * How do you see a bookkeeper fitting into your business team? (optional) How did you find us? *

Google Instagram Facebook Upwork Word of Mouth LinkedIn Other

Instagram handle? (optional)

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