Name
*
First Name
Last Name
Email
*
Phone
(###)
###
####
How did you first hear about my business?
Friend
Facebook
Instagram
Linkdin
Podcast
Google
Other
Where do you live and what time zone are you in?
Why do you want to work with us?
What does your business offer? Services, products, in-person, online
How can i help you what are you struggling with?
What does success look or feel like for you?
What does failure look or feel like for you?
What makes you toss and turn at night?
Are you willing to invest in your bookkeeping NOW to achieve the results you want in your business?
When did you start your business?
Where are you at in your business? Have you outsourced your bookkeeping before?
Why is now a good time for you to take action in outsourcing bookkeeping for your business?
What goals do you have for the next 12 months?
Do you have a team of employees? If so please describe how many and their positions within the company
Do you face any issues with payroll?
Do you use accounting software to do your bookkeeping?
Xero
Quickbooks
MYOB
I need to get set up!
Other
What is your business structure?
Are you registered for GST?
Does your business support you full-time?
What is your business currently turning over?
$0 - $50,000
$50,000 - $100,000
$100,000 - $500,000
$500,000 - $1,000,000
$1M - $5M
$5M+
What would you like to be profiting 1 year from now? How would your life be different if you achieved that goal?
Do you believe you will be able to maintain a minimum investment of $160 per week for 12 months?
Do you have enough clients currently or would you like more?
Do your clients return again and again or do you offer one off services/products?
What are your favourite things to do on the weekends?
Is there anything else you'd like me to know before our call?
