See If Your Books Qualify

Answer a few questions about where your bookkeeping stands today. This will help us understand the size of the backlog, what's involved, and whether a Catch-Up Assessment Call makes sense.

First Name *

Last Name *

Email *

Phone *

Business Name *

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What bookkeeping software are you currently using? *

Approximately how far behind is your bookkeeping? *

Before the backlog developed, was your bookkeeping being maintained regularly? *

What is the last month you believe was fully completed? *

What caused the bookkeeping to fall behind? *

Approximately how many bank and credit-card accounts are involved in the bookkeeping? *

Approximately how many transactions does the business have per month? *

Which of these are part of your bookkeeping? Select all that apply. *

What's making getting caught up important now? *

When would you ideally like the bookkeeping caught up? *

Once the books are current, who do you expect will maintain the bookkeeping going forward? *