Name *

Business Name *

Phone *

Email Address *

Website *

Street Address *

Apartment, suite, etc

City

State/Province

ZIP / Postal Code

Country

What is your business entity? *

What services are you looking for? *Ongoing Xero support – TBD after discussionSelf-Managed Bookkeeping account setup – any software that you will manage yourself.Bookkeeping skills trainingSoftware skills trainingBookkeeping software cleanupBookkeeping software conversionSelf Managed Payroll system design and/or time clock setupAdministrative systems developmentPlease note that availability is limited to the above. We do not process payroll for you, and we don’t touch your cash. No bill pay, no invoicing. Please close this tab if those are dealbreakers!

Which version of Quickbooks are you using? *DesktopOnline

Please note – I am not taking any ongoing support clients who use Quickbooks (online, or desktop) as their bookkeeping system. If you are using one of these but still want to work together on a contract basis, are you willing to switch to Xero? *YesNo

Who is currently keeping your books? *Are they an employee? A friend? An external accountant?

How many hours a week are you (or the person you have hired) spending on your bookkeeping? *

Why are you looking for a change? *

How many financial accounts do you have related to your business? *This could include bank accounts, credit cards, loans…

What is the estimated yearly income of your business? *

Who files your taxes? *

Is your personal finance entangled with your business finance? *YesNoHelp me figure this out?

If you feel that your books are a mess, what does this mean to you?

What is your budget for this project? *

What is your dream timeline? *

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