Bookkeeping Needs Quiz: Assess Your Financial Management

What type of business do you own?

Small Business Freelancer Start-up Non-profit Consulting Firm

How do you currently manage your finances?

Manually (Excel, Paper) Accounting Software (QuickBooks, Xero) Outsource to an Accountant Not managing effectively No financial management

What is your biggest bookkeeping challenge?

Tracking expenses Invoicing and billing Financial reporting Tax preparation Cash flow management

How often do you review your financial reports?

Monthly Quarterly Yearly Irregularly Never

What is your preferred method of communication with a bookkeeper?

Email Phone calls Video calls In-person meetings No preference

What are your goals for improving your financial management?

Increase profitability Reduce expenses Improve financial visibility Ensure compliance Optimize tax strategy

All set, how can we reach you?

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Phone

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Your responses guide us to tailor the perfect bookkeeping solutions for you!