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Please fill out this assessment :)
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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. ⇩ 🤓