This questionnaire will help me understand your business better, and allow us to have a more productive discovery call.

Name

First Name

Last Name

Phone

(###)

###

####

Email

What is your business name?

Website

http://

What is your business type?

How much do you earn in sales each year?

How long have you been in business?

What accounting system do you use?

How many bank accounts and credit cards do you have?

Do you have employees (Payroll)?

Are your tax returns current?

Yes

No

Do you report sales tax?

Yes

No

Do you have inventory?

Yes

No

What services are you interested in?

Is there anything else you would like me to know about your situation? Pain points? Goals?

Work With Me

Let’s Talk!