Welcome Assessment

We are so excited to get started!

Please fill out this assessment :)

Click the button below to start.


Question 1 of 8

Please tell us a little bit about yourself and your company (intro).

Question 2 of 8

How do you currently keep track of your income and expenses? What is your current bookkeeping system?

Question 3 of 8

How many revenue streams do you have? This may include different services or products that you sell, or different subdivisions of your company?

Question 4 of 8

How many different ways do you accept payments? What are they? (Square, Stripe, PayPal, cash, check, QB payments)  

Question 5 of 8

How many bank or credit card accounts does your business have?

Question 6 of 8

Do you already have a QBO subscription? If so, what is the level of your subscription?

Question 7 of 8

What is your main objective for working with us? 

Question 8 of 8

Anything else you would like to share with us goes here. ⇩ 🤓

Confirm and Submit