Free Bookkeeping Assessment

Get your books closed every month.

Seven quick questions about where your books are today. We'll reply with a plan to get them caught up and closed monthly, plus which pricing tier fits your transaction volume.

  • ✓ Free, no obligation
  • ✓ About 5 minutes
  • ✓ Plan & tier recommendation
  • ✓ Kept private

No passwords or bank logins needed. We'll only ask for access later, if you decide to move forward.

About you

About you

Where are your books today?

Question 1 of 7

Where are your books today?

Pick the closest one.

Which services do you need?

Question 2 of 7

Which services do you need?

Check all that apply.

Roughly how many transactions does your business have each month?

Question 3 of 7

Roughly how many transactions does your business have each month?

Count bank and card transactions together. A guess is fine. This sets your tier.

What do you use for bookkeeping now?

Question 4 of 7

What do you use for bookkeeping now?

Check all that apply.

Which parts of bookkeeping take the most time or stress?

Question 5 of 7

Which parts of bookkeeping take the most time or stress?

Check all that apply.

What do you want from monthly bookkeeping?

Question 6 of 7

What do you want from monthly bookkeeping?

When would you like to start?

Question 7 of 7

When would you like to start?

Your answers stay private. We only use them to prepare your plan and contact you about it, and we never sell or share your information.

← Back