Get Started with Books Monthly (Pro)
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 75
75-150
151-250
More than 250
I have no idea
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How many bank/credit card accounts do you currently use?
1-5 accounts
6-10 accounts
11+ accounts
Not sure
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Do you currently work with independent contractors or issue 1099s?
Yes, regularly
Occasionally
No
Not currently, but I expect to
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Do you track bills, invoice customers/vendors or have other money owed to your business that needs to be tracked?
Yes, regularly
Occasionally
No
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How would you describe your current bookkeeping situation?
Fully current
Mostly current with a few issues
Behind/needs cleanup
Honestly, I'm not even sure
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What kind of support are you looking for?
Choose as many as you like
Monthly books maintenance
More detailed financial reporting
Help identifying/correcting discrepancies
Contractor/1099 tracking
Better tax-time organization
Ongoing questions & support
Other
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Do you currently work with a tax preparer?
Yes, I have one
No, I file myself
I'm looking for a tax preparer too
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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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