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!

FINAL STEPS & NEXT ACTIONS

Thank you for taking the time to complete this questionnaire. This helps us get a clear picture of your business needs so we can provide the best support possible.

Here’s what happens next:

  1. Review & Proposal - Based on your responses, we’ll put together a customized proposal outlining our services and pricing.

  2. Review & Decide - You’ll receive the proposal via email within 3 days. Take your time to review it and let us know if you have any questions.

  3. Discovery Call (Optional) - If you’d like to discuss anything before making a decision, you’re welcome to book a call with us. Just let me know and I can send over our calendar link!

  4. Onboarding - Once you’re ready, we’ll send over a contract and then walk you through the onboarding process process and get everything set up.

If you have any questions in the meantime, feel free to reach out to breanna@bookkeepingbyb.com or on Instagram @bookkeepingbyb.

Looking forward to connecting with you!

BREANNA