First Name
*
Business Name
*
What is your current annual turnover?
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Under $350K
$350K - $500K
$500K-$1M
$1M-$2M
$2M+
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What is your current Accounting Software
*
Xero
MYOB
QuickBooks
Excel/ Manual
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On a scale of 1-10, how much do you trust your current financial data?
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What is your biggest financial bottleneck right now?
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Lack of real-time reporting
Messy/Inaccurate File
Fear of BAS/Compliance deadlines
Too much time spent on manual data entry
Outgrowing my current bookkeeper
What are you looking for in your next Bookkeeper?
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I just want the basic data entry done
I need a strategist to provide high-level insights
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What is your primary goal for the next 12 months?
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To provide 17 years of firm-level strategy and full automation support, our monthly engagements begin at $1,000. Does this align with your current budget for financial growth?
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Yes, I value the outcomes and am ready to invest.
No, I am currently looking for a lower-cost data-entry service.
I don't need ongoing support, I need one-off support (Clean-up, Migration, Xero setup)
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