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Bookkeeping and advisory needs

Provide insight into your current accounting setup, bookkeeping practices, and financial management processes
to help us evaluate operational efficiency and advisory opportunities.

Your Progress

Section 1 of 10

Section 1: Business Overview

Help us understand your business structure, size, operational footprint, and overall financial environment.

Legal name of business
Industry
Entity type
Annual revenue (last 12 months)
Number of years in operation
Number of bank accounts
Expected revenue next 12 months
Number of credit cards
Do you operate in multiple states?
If yes, which states?
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Section 2: Current Financial Setup

Tell us about your current bookkeeping systems, accounting workflows, and financial management processes.

What accounting software are you currently using?
Who currently handles your bookkeeping?
How up-to-date are your books?
Are your accounts reconciled regularly?
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Section 3: Transaction Volume & Complexity

This section helps us evaluate the complexity, volume, and operational demands of your financial activity.

Average monthly transactions:
Which of the following apply to your bussiness?

Select all that apply.

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Section 4: Accounts Receivable / Payable

Help us understand how invoicing, collections, and bill payment processes are currently managed within your business.

Do you invoice customers regularly?
Who manages invoicing currently?
Average monthly invoices issued:
Do you track collections / aging?
Do you have outstanding receivables?
Who handles bill payments?
Which of the following activities does your team handle regularly?
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Section 5: Reporting & Decision-Making

Help us understand how financial reports, metrics, and insights are used to guide business decisions.

Which financial reports do you regularly review?
How often do you review financials?
Do you use your financials to make decisions?
Which financial planning tools or processes do you currently use?
Which financial reports do you regularly review?
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Section 6: Pain Points

Understanding your challenges helps us serve you better.

What frustrates you most about your current financials?
Where do you feel you're "flying blind"?
What decisions are you unable to make confidently?
Have you ever had surprises at tax time?
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Section 7: Clean-Up / Catch-Up Needs

Help us assess whether your books require reconciliation, corrections, historical clean-up, or catch-up support.

Do you believe your books need clean-up?
If yes, for what period?
Which issues or inconsistencies currently apply to your books?
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Section 8: Advisory Opportunity

Services that may benefit your business

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Section 9: Urgency & Fit

Why are you looking for help now?
What would success look like in 90 days?
Are you open to a fixed monthly service?
Ideal start date:
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