Discover Your Bookkeeping Needs: Assessment Quiz

What type of business do you own?

Small business Freelancer E-commerce Corporation Non-profit organization

How do you currently manage your bookkeeping?

Manually (spreadsheets/pen & paper) Using accounting software Outsourced to a professional Not managing it currently Other

What are your primary bookkeeping challenges?

Tracking expenses Invoicing and payments Reconciling accounts Generating financial reports Budgeting

How often do you need financial reports?

Monthly Quarterly Annually On-demand Not sure

What level of bookkeeping expertise do you have?

None Basic Intermediate Advanced Professional

What is your budget for bookkeeping services?

Less than $100 per month $100-$300 per month $300-$500 per month Over $500 per month Budget varies

All set, how can we reach you?

Name

Phone

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Thank you for sharing your bookkeeping needs!