First Name
*
Last Name
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Email
*
Phone
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What is the legal name of your company?
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Website
What is your industry vertical?
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SaaS
Service
Non-Profil
Professional
Health
E-Commerce
Other
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What is your annual revenue (or annual spend if pre-revenue)?
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< $250k
$250k – $1M
$2M – $3M
$3M – $10M
$10M +
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Did you fall behind on bookkeeping?
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No, I'm up to date
Yes, up to 6 months behind
Yes, 6 - 12 months behind
Yes, over 13 months behind
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What is your monthly transaction volume?
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< 50
50 – 149
150 – 399
400 – 999
1000 +
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What is your Payroll Status?
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None (no payroll or contractors)
Contractors only — 1–4
Contractors only — 5–9
Contractors only — 10+
Employees only (payroll) — 1–4
Employees only (payroll) — 5–9
Employees only (payroll) — 10+
Employees + contractors — 1–4
Employees + contractors — 5–9
Employees + contractors — 10+
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Current accounting system
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QuickBooks Online (QBO)
QuickBooks Desktop
Xero
Excel / Google Sheets
Wave
Sage
FreshBooks
Zoho Books
NetSuite
None
Other
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What is your primary pain?
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Cleanup/Catch-up
Switching providers
Monthly close & reporting
Cash/runway clarity
Tool chaos / automation
Compliance (GST/HST, payroll)
New business finance setup
Other
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What services do you need support with? (multi select)
*
Monthly bookkeeping + close (core)
Payroll support A/P + bill pay
A/R + invoicing/collections
Budgeting + forecasting
Fractional Controller / CFO Bank financing support
Tech advisory + automation
Cleanup / catch-up sprint
Other
Which best describes your situation?
*
We’re incorporated and need setup / first close
We’re incorporated, up to date, and want ongoing support
We’re replacing our current provider
We’ve been doing it ourselves and want a pro to take over
We use a lot of tools and want automation / cleanup
We’re prepping for a bank loan and need Controller/CFO help
This is a one-time project
Other
Do you have a deadline?
*
Yes — we have a deadline
No — no hard deadline
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Where is your business located?
In the US
In Canada
Other
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