Let’s See If We’re a Good Fit.

Take a moment to answer these quick questions. This helps us understand your business better and see how Ledgion FSO can best support you.

Click NEXT to continue.

What’s your name? *

What’s your email address? *

Where are you located? *

Which of these best describes your business or profession? *

Coaching/Consulting

Retail/E-commerce

Creative Services

Real Estate

Financial Services

Healthcare

Legal

Tech

Other

Other

Roughly how many team members do you have (including yourself)? *

Just me

2–5

6–10

11–25

26+

Which area of your bookkeeping needs the most support right now? *

Day-to-day transaction recording

Monthly reconciliation & reporting

Catch-up/clean-up work

Payroll support

Preparing for tax season

Not sure yet

Check all the apply.

What’s the biggest time or resource challenge you’re currently facing? *

Have you worked with a remote or outsourced team before? *

Yes

No

Currently working with one

Why or why not?

What would make this partnership a win for you? *

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