Name *

First Name

Last Name

Phone *

(###)

###

####

What accounting software do you use? *

QuickBooks Online

QuickBooks Desktop

Other

If you are currently not using QuickBooks Online are you interested in transitioning? *

Yes

No

Current QuickBooks Online user

Does your business require inventory management? *

Yes

No

What’s the ideal bookkeeping solution look like for you? If money were no object, what services would you like to be provided? Check all that apply: *

Bank reconciliation

Credit Card reconciliation

Balance Sheet reconciliation

Entering bills into QuickBooks Online

Paying Bills

Invoicing Customers

Inventory Management

Receipt Management

Job Costing

Financial Reporting

Performance Reporting

Payroll

Year end tax preparation

Catch-up work

I have no idea where to begin!

Creating efficient processes is important to me (example: receiving all payments or paying bills digitally versus using checks). *

Strongly agree

Agree

Neutral

Disagree

Strongly disagree