Consult Questions - IDCOLLINS QuickBooks Bookkeeping

Below are some key questions designed to provide you with valuable bookkeeping insights that we would typically uncover during a discovery call.

Please take a few minutes to answer these multiple-choice questions.
I will send you a customized analysis within 24 hours.

As always, if you prefer a more personal touch, you can also schedule a call at your convenience.

Name

Email Address

What is your phone number?

How do you currently handle your bookkeeping tasks? How do you currently handle your bookkeeping tasks? In House Bookkeeper Part-time Bookkeeper Personally Handle Bookkeeping Tasks Other

If you selected Other, please explain or NA

What bookkeeping software are you currently using, if any? What bookkeeping software are you currently using, if any? Quickbooks Online Xero Excel Other

If you selected Other, please explain or NA

How much time do you spend on bookkeeping each week? How much time do you spend on bookkeeping each week? 1-5 hours per week 5-10 hours per week 10-20 hour per week More than 20 hours a week

Are you confident that your financial records are accurate and up-to-date? Are you confident that your financial records are accurate and up-to-date? Yes No I have a year or more where I did not file taxes

Have you encountered any challenges or errors in your current bookkeeping process? or NA

Do you have a clear understanding of your cash flow, profit margins, and financial performance? or NA

How often do you review your financial statements and reports? How often do you review your financial statements and reports? Every week Every two weeks Once a month Never

Have you ever missed important tax deadlines or faced penalties due to bookkeeping issues? Have you ever missed important tax deadlines or faced penalties due to bookkeeping issues? Yes No Im not sure

What are your main concerns or pain points related to bookkeeping and financial management? or NA

Would you be interested in exploring how an outsourced bookkeeping service could save you time and reduce stress? Would you be interested in exploring how an outsourced bookkeeping service could save you time and reduce stress? Yes No Depends on cost

I need a bookkeeper and want to get started... I need a bookkeeper and want to get started... In the next 7 days In the next 14 days In the next 30 days I need to think about it

I would like a more personalized touch. Please call me. I would like a more personalized touch. Please call me. Yes No

Thank you for your time. We will contact you via your preference soon.
Schedule Non Sales Call

Below are some key questions designed to provide you with valuable bookkeeping insights that we would typically uncover during a discovery call.

Please take a few minutes to answer these multiple-choice questions.I will send you a customized analysis within 24 hours.

Please take a few minutes to answer these multiple-choice questions.
I will send you a customized analysis within 24 hours.