Client interest form

I’m so glad you’re interested in getting support with your bookkeeping!

To help me understand your business and what kind of support you’re looking for, I’ve put together a quick questionnaire. It’s the easiest way for me to get a clear picture before I prepare a proposal for your business and chat further.

 You’ll see a few sections below. If something doesn’t apply to you, just select “no” and keep going. If it does, the more detail you can share, the better-it helps me get a solid understanding of your business and what kind of support you need.

 If anything’s unclear or you need help along the way, feel free to DM me on Instagram @bookkeepingbyb and I’ll be happy to help.
 Excited to learn more about you, your business, and your books-and hopefully work together in 2025!