What type of accounting services are you seeking?
Bookkeeping
Tax preparation
Financial statements
Payroll processing
Budgeting and forecasting
Other
What accounting software do you currently use?
QuickBooks
Xero
Not using any
Not listed
What are your biggest concerns?
I’m behind on bookkeeping and don’t know where to start.
I’m worried about making mistakes or missing tax deductions.
I don’t fully understand my numbers or what they mean.
Bookkeeping takes too much of my time away from running my business.
My current system (QuickBooks, spreadsheets, etc.) feels messy or confusing.
How frequently would you like accounting assistance?
Monthly
Quarterly
Annually
On-demand basis
Rarely
What is your primary goal in seeking accounting help?
Save time and focus on my business
Feel confident everything is accurate
Better understand my numbers
Get caught up and organized
Have ongoing financial support
All set, how can we reach you?
Name
Email
Phone
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