Get Started with Books Monthly (Lite)
Answer a few quick questions about yourself, your business and
what you'd like help with and we’ll make sure it's a good fit.
No obligation, no strings. You decide if you'd like to move forward.
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What type of business do you have?
Services Only
Products Only
Services + Products
Contractor/Freelancer
Rental/Real Estate
Nonprofit
Other
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How long have you been in business?
Just getting started
Less than 1 year
1-3 years
3-5 years
5+ years
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About how many business transactions do you have in an average month?
Fewer than 25
25-50
51-75
More than 75
I have absolutely no idea
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How is your bookkeeping currently being handled?
Choose as many as you like
I do them myself
Someone else currently handles them
I use bookkeeping software
I use spreadsheets/manual records
Bookkeeping? What bookkeeping??
Other
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What bookkeeping software are you currently using, if any?
Choose as many as you like
Freshbooks
Quickbooks
Wave
Xero
Spreadsheet/Manual system
None
Other
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Are your books up-to-date?
Yes, they're current
1-2 months behind
3-6 months behind
6+ months behind
Honestly, I'm not even sure
Other
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Do you keep your business & personal transactions separate?
Yes
Mostly
No
Not sure
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What are you hoping to get out of monthly bookkeeping support?
Choose as many as you like
Keep my books consistently up to date
Know how my business is actually doing financially
Be better prepared at tax time
Stop spending my own time doing bookkeeping
Have someone review my financial reports with me each month
Get my books organized & establish a better system
Other
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When would you like to get started?
As soon as possible
2-4 weeks
1-3 months
Just exploring right now
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One last thing...
Enter your email address so we can contact you - no obligation,
no strings. You decide if you want to move forward.
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Done! Your Books Support is now loading...
We'll review your answers and reach out with what we recommend and how to get started. Help is on the way!
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