Hey there! I'm excited that you're interested in us working together!
Before we can have a proper 1-on-1 conversation though, by filling out this form, we can both get a better idea of what the best solution could be for your bookkeeping needs. 

Talk soon!
Lisa
Get started
 
What's your first name, stranger? *

Mine's Lisa. Let's not be strangers for much longer.
 
What is the name of your company? *

 
Where can I find your business online?

 
What is your best phone number?

 
How did you hear about me?

 
ALL ABOUT YOUR BUSINESS

 
How long have you been in business? *


 
What stage of business building are you in? *


 
Briefly tell me about your business. *

Describe your services, products and/or programs.
 
How is your business structured? *


 
How many employees work in your business? *

Please don't include yourself. :)
 
How many independent contractors work in your business? *

 
Over the next 12 months, do you expect your business to? *


 
NOW, THE MOMENT YOU'VE BEEN WAITING FOR...

 
Do you currently have a bookkeeping tracking system in place?

If yes, please describe it. Is it an Excel spreadsheet? Wave? Evernote + Email? No judgment here. :)
 
Have you worked with a professional bookkeeper or bookkeeping firm before? *

     
 
What level of bookkeeping support are you seeking? *


 
What is your biggest challenge with accounting, bookkeeping, and / or reporting right now? *

 
You're all done! I'll be in touch with you in the next couple of days via email. 
Cheers!
Lisa

PS. Click "Continue" below and then "Send" after to make sure your answers are recorded.

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