Discovery Questionnaire Form

Name

First Name

Last Name

Phone

(###)

###

####

What is the name of your business?

What is your business entity?

Website

If none, write N/A

http://

What is your average annual income?

What accounting software are you currently using?

If you are not currently using QuickBooks Online, are you interested in switching?

To ensure we can provide the best service, we currently focus on QuickBooks Online. Not using it yet? No problem! We'd be happy to assist with the conversion process.

Yes

Who is currently doing your bookkeeping?

Do your books need to be caught up or cleaned up?

Yes

How did you hear about us?

What kind of bookkeeping support or financial management are you looking for?

For example, do you need help with categorization, reconciliation, payroll management, billing or invoice management, or are you interested in CFO services?

We'd greatly appreciate it if you could complete our brief questionnaire before our upcoming meeting. Your input will help us tailor our discussion to your specific needs, ensuring our time together is as productive as possible. We're looking forward to connecting with you and exploring how we can best support your goals!