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General Information

Your First Name

Your Last Name

Your Phone

Your Email

Are you enrolling services for yourself?

Yes

No

Your Client's Full Name

Volume of Transactions

How many transactions are in the backlog per month (on average)?

1-50 transaction/month

51-200 transaction/month

201-500 transaction/month

500+ transaction/month

Organization of Records

How organized are the financial records?

Well-organized (labeled receipts, accessible documents)

Partially organized (some missing or mislabeled documents)

Disorganized or missing records

Existing System

Do you have an accounting system in place?

Yes, all transactions are entered but need categorization/reconciliation

Yes, but incomplete (e.g., missing months or partial entries)

No accounting system, manual entry required from statements

Complexity of Transactions

What is the nature of your transactions?

Simple (consistent expenses and revenue sources)

Moderate (multiple vendors, refunds, or adjustments)

Complex (multi-platform revenue, international transactions, loans)

Number of Accounts

How many accounts need reconciliation?

1-2 accounts

3-5 accounts

6+ accounts

Timeframe of Backlog

How many months of backlog need to be addressed?

NEXT

General Information

Your First Name

Your Last Name

Your Phone

Your Email

Are you enrolling services for yourself?

Yes

No

Your Client's Full Name

Volume of Transactions

How many transactions are in the backlog per month (on average)?

1-50 transaction/month

51-200 transaction/month

201-500 transaction/month

500+ transaction/month

Organization of Records

How organized are the financial records?

Well-organized (labeled receipts, accessible documents)

Partially organized (some missing or mislabeled documents)

Disorganized or missing records

Existing System

Do you have an accounting system in place?

Yes, all transactions are entered but need categorization/reconciliation

Yes, but incomplete (e.g., missing months or partial entries)

No accounting system, manual entry required from statements

Complexity of Transactions

What is the nature of your transactions?

Simple (consistent expenses and revenue sources)

Moderate (multiple vendors, refunds, or adjustments)

Complex (multi-platform revenue, international transactions, loans)

Number of Accounts

How many accounts need reconciliation?

1-2 accounts

3-5 accounts

6+ accounts

Timeframe of Backlog

How many months of backlog need to be addressed?

NEXT

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(424) 346-3232

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