Your First Name

Your Last Name

Your Email

Your Phone

General Information

1. Are you enrolling services for yourself?

Yes

Your Client's Full Name

2. Can you provide an overview of your business and its core operations?

3. Who will be the main point of contact for your bookkeeping needs?

4. What are your preferred communication methods?

Phone

Text

5. What are your preferred communication frequency?

Weekly

Monthly

Financial Background

please specify

7. Do you already have established financial processes or systems? (A financial process or system is a method or tool used to manage business finances efficiently)

Yes

Examples: Expense Tracking: Categorizing expenses like travel, office supplies, and utilities i.e. QuickbooksExpensify. Bank Reconciliation: Matching records with bank statements monthly i.e.QuickBooks. Payroll: Using tools for employee payments and taxes i.e. Gusto Invoicing: Sending and tracking invoices with software i.e. Xero or Quickbooks. Accounting Software: Automating finances with tools i.e Wave or Quickbooks

8. Are there any past financial challenges or issues that we should be aware of?

Transaction Entry

11. How many transactions do you have that require data entry each month?

50-100 transactions

101-300 transactions

301+ transactions

12. What types of documents or data need to be entered?

Example: "Are you entering information from invoices, receipts from purchases, or data from bank statements?"

Transaction Categorization

13. How many transactions do you need to categorize monthly?

50-100 transactions

101-300 transactions

301+ transactions

Example: "Do you categorize 30 transactions, 100 transactions, or even more each month?"

14. Do you have specific categories or accounts that transactions need to be classified into?

Example: "Are the categories something like 'office supplies,' 'travel expenses,' or 'utilities'?"

15. Do you use a chart of accounts, and how detailed is it?

Example: "Does your chart of accounts include high-level categories or detailed subcategories for expenses?"

Accounts Reconciliation

16. How many bank accounts need reconciliation each month?

"Do you reconcile 1 checking account and 1 credit card, or do you have multiple accounts to manage?"

17. How many credit card accounts need reconciliation each month?

18. What is the average number of transactions per account for reconciliation?

50-100 transactions

101-300 transactions

301+ transactions

Example: "For each account, do you have about 50 transactions, 200 transactions, or more?"

19. Do you reconcile any loan accounts or other financing instruments?

Invoicing

20. How many invoices do you issue each month?

40-120 invoices/month

121-280 invoices/month

281+ invoices/month

Example: "Do you typically send out 10 invoices, 50 invoices, or perhaps 100 invoices monthly?"

21. Do you issue invoices in multiple currencies or across different platforms?

Bills and Expenses

22. How many bills do you pay monthly?

10-30 bills

31-70 bills

71+ bills

Example: "Do you pay around 5 bills, 20 bills, or even more monthly?

23. Do you have any recurring payments, and if so, how many?

Example: "For instance, do you have 3 monthly subscriptions or services that you pay regularly?"

Expense Tracking

24. How many expenses do you track monthly?

10-30 expenses

31-70 expenses

71+ expenses

Example: "Do you track around 10-30 expenses, 30-70 expenses, or more each month?"

How many employees or contractors require timesheet review and adjustments?

1-5 employees/contractors

6-10 employees/contractors

11-20 employees/contractors

21+ employees/contractors

Financial Record Maintenance

28. How many financial records need to be maintained monthly?

10-30 records

31-70 records

71+ records

Basic Financial Reports Preparation

30. What types of reports do you need?

Example: "Are you looking for profit and loss statements, balance sheets, cash flow reports, or other custom reports?"

31. How many financial reports need to be prepared monthly?

1-3 reports

4-6 reports

7+ reports

Example: "Do you require 1-3 reports, 3-6 reports, or more each month (e.g., profit and loss statements, balance sheets, cash flow reports)?"

Complexity

31. Do you process international transactions?

Yes

How many international transactions do you process monthly?

0-10 transactions/month

11-50 transactions/month

51-100 transactions/month

101+ transactions/month

32. Do you handle multi-platform revenue streams (e.g., Shopify, Amazon)?

Yes

33. How many platforms are you managing?

1-2 platforms

3-5 platforms

6+ platforms

34. Do these platforms require manual reconciliation or data entry?

Yes

What is the volume of transactions or entries requiring manual work per month?

10-50 transactions

51-200 transactions

201+ transactions

Example: "Do you manually reconcile or enter 10-50 transactions, 51-200 transactions, or more per month?"

Please click Submit to get the estimated number of bookkeeping hours.

Your First Name

Your Last Name

Your Email

Your Phone

General Information

1. Are you enrolling services for yourself?

Yes

Your Client's Full Name

2. Can you provide an overview of your business and its core operations?

3. Who will be the main point of contact for your bookkeeping needs?

4. What are your preferred communication methods?

Phone

Text

5. What are your preferred communication frequency?

Weekly

Monthly

Financial Background

please specify

7. Do you already have established financial processes or systems? (A financial process or system is a method or tool used to manage business finances efficiently)

Yes

8. Are there any past financial challenges or issues that we should be aware of?

Transaction Entry

11. How many transactions do you have that require data entry each month?

50-100 transactions

101-300 transactions

301+ transactions

12. What types of documents or data need to be entered?

Example: "Are you entering information from invoices, receipts from purchases, or data from bank statements?"

Transaction Categorization

13. How many transactions do you need to categorize monthly?

50-100 transactions

101-300 transactions

301+ transactions

Example: "Do you categorize 30 transactions, 100 transactions, or even more each month?"

14. Do you have specific categories or accounts that transactions need to be classified into?

Example: "Are the categories something like 'office supplies,' 'travel expenses,' or 'utilities'?"

15. Do you use a chart of accounts, and how detailed is it?

Example: "Does your chart of accounts include high-level categories or detailed subcategories for expenses?"

Accounts Reconciliation

16. How many bank accounts need reconciliation each month?

"Do you reconcile 1 checking account and 1 credit card, or do you have multiple accounts to manage?"

17. How many credit card accounts need reconciliation each month?

18. What is the average number of transactions per account for reconciliation?

50-100 transactions

101-300 transactions

301+ transactions

Example: "For each account, do you have about 50 transactions, 200 transactions, or more?"

19. Do you reconcile any loan accounts or other financing instruments?

Invoicing

20. How many invoices do you issue each month?

40-120 invoices/month

121-280 invoices/month

281+ invoices/month

Example: "Do you typically send out 10 invoices, 50 invoices, or perhaps 100 invoices monthly?"

21. Do you issue invoices in multiple currencies or across different platforms?

Bills and Expenses

22. How many bills do you pay monthly?

10-30 bills

31-70 bills

71+ bills

Example: "Do you pay around 5 bills, 20 bills, or even more monthly?

23. Do you have any recurring payments, and if so, how many?

Example: "For instance, do you have 3 monthly subscriptions or services that you pay regularly?"

Expense Tracking

24. How many expenses do you track monthly?

10-30 expenses

31-70 expenses

71+ expenses

Example: "Do you track around 10-30 expenses, 30-70 expenses, or more each month?"

How many employees or contractors require timesheet review and adjustments?

1-5 employees/contractors

6-10 employees/contractors

11-20 employees/contractors

21+ employees/contractors

Financial Record Maintenance

28. How many financial records need to be maintained monthly?

10-30 records

31-70 records

71+ records

Basic Financial Reports Preparation

30. What types of reports do you need?

Example: "Are you looking for profit and loss statements, balance sheets, cash flow reports, or other custom reports?"

31. How many financial reports need to be prepared monthly?

1-3 reports

4-6 reports

7+ reports

Example: "Do you require 1-3 reports, 3-6 reports, or more each month (e.g., profit and loss statements, balance sheets, cash flow reports)?"

Complexity

31. Do you process international transactions?

Yes

How many international transactions do you process monthly?

0-10 transactions/month

11-50 transactions/month

51-100 transactions/month

101+ transactions/month

32. Do you handle multi-platform revenue streams (e.g., Shopify, Amazon)?

Yes

33. How many platforms are you managing?

1-2 platforms

3-5 platforms

6+ platforms

34. Do these platforms require manual reconciliation or data entry?

Yes

What is the volume of transactions or entries requiring manual work per month?

10-50 transactions

51-200 transactions

201+ transactions

Example: "Do you manually reconcile or enter 10-50 transactions, 51-200 transactions, or more per month?"

Please click Submit to get the estimated number of bookkeeping hours.

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