Section 1 - Tell Us About Your Business

Let’s Find the Right Next Step

Every business’s books are in a different place. Tell us a little about your business, your current financial records, and the type of support you’re looking for.

Your answers will help Pretty in Biz understand what’s happening and guide you toward the most appropriate next step.

Full Name *

Organization *

Email *

Phone *

What type of business entity do you operate? *

What industry is your business in? *

How long has your business been operating? *

What is your approximate annual business revenue?

Section 2 — Tell Us About Your Books

Now let’s look at what’s happening with your books.
You don’t need to know accounting terminology or diagnose the problem yourself. Just answer based on what you know today.

What accounting system are you currently using? *

Which statement sounds most like your business right now? *

What is the most recent month and year that you know was fully reconciled?

Are your business and personal finances kept separate? *

Are all business bank accounts and credit cards included in your bookkeeping? *

Who currently handles your bookkeeping? *

Do you currently have access to your accounting system, bank statements, and financial records? *

Section 3 — What Do You Need Help With?

The numbers usually aren’t the whole story.
Tell us what prompted you to look for accounting support and what you’d like to change.

What's happening financially in your business that made you decide you need help now? *

What would you most like help with? select all that apply *

Ongoing monthly bookkeeping

Getting my books caught up

Correcting inaccurate or messy books

Setting up my accounting system correctly

Quarterly estimated-tax support

Sales-tax filing

Understanding my financial numbers better

I'm not sure what I need

After the immediate issue is resolved, are you interested in ongoing monthly accounting support?

Section 4 — Are You Ready to Move Forward?

Good accounting requires collaboration.
These last few questions help us determine whether we have what we need to support you successfully.

Accounting work requires timely access to your accounting system, bank and credit-card statements, and other requested financial records. Are you willing and able to provide the access and documents needed to complete your work? *

When we send questions or request information needed to complete your accounting work, are you able to respond within the requested timeframe? *

When would you like to begin? *

Is there anything else we should know about your books or financial situation?