Thank you for booking a call!

We look forward to meeting you and learning more about your needs. While it's not mandatory, we encourage you to complete the questionnaire below. This helps us prepare effectively and ensures we can offer you the best possible value during our meeting.

Please be assured that all responses to the questionnaire will be treated with the highest level of confidentiality and will be used exclusively to prepare for our upcoming meeting.

Business Intensive Questionnaire

Name

First Name

Last Name

Company Name

Company Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Website

http://

Industry

Do you have an existing accounting system?

What is your Current Overall Accounting Solution?

Do you have a preferred accounting system?

Do you use a donor management system?

Do you have in-house bookkeeper?

What type is your business registration?

Accounting Year End

If there's any, what main problem would you like us to address?

Years in Business

What accounting report are you most interested in?

How many bank accounts does your company have?

What is your estimated average number of transactions per month per bank account?

How many credit cards does your company have?

What is your estimated average number of transactions per month per credit card?

What is your target annual income this year?

How many employees does your company have?

How many offices do you have?

Do you have operations outside the US?

Do you use any of the following software? Please check all that apply.

Stripe

Square

PayPal

Others

Do you have an affiliated company?

Thank you for booking a call!

Let’s get your numbers in order.