Contact Us

Are you spending too much time on bookkeeping tasks that could be better spent growing your business and enjoying your personal life? Imagine what you could accomplish with those extra hours.

If you're considering working with a bookkeeping professional for the first time, or if you're looking for a change from your current provider, now might be the perfect time to take action.

Let's explore if we're a good fit. Please submit the Contact Form below, and we'll reach out to you within two business days to schedule a call.

Cherry Blossom

Forest

Jetty

Cherry Blossom

Full Name

Company Name

What industry is your business in?

Email Address

Mobile Number

Number of years in business?

What services are you most excited about? *

Catch Up / Clean Up

Monthly Bookkeeping

Consulting

Other (add comments at end of page)

Which state(s) is your business registered in?

What is your gross annual sales revenue? Best guess is fine.

What is your biggest pain point?

Meeting Preference *

PHONE CALL

ZOOM

What is your ideal start date?

Who referred you?

MANY OF OUR CLIENTS HAVE THESE THINGS IN COMMON. PLEASE CHECK ALL THAT APPLY TO YOU. *

Are in a service-based industry (NOT a retail store, restaurant or e-commerce)

Bring in at least $150,000 annual gross sales revenue. (Gross revenue is before expenses)

Can afford to invest in our services ($500 minimum, $800 average)

Use XERO or QBO accounting software or are prepared to switch to either.

May be a Micro Client with an annual gross revenue of less than $100k understanding the bookkeeping plans are $300 and up for Micro Clients.

May have NO accounting software but are committed to get caught up and enjoy order in their business finances.

Keeps personal and business finances separate.

Have at least one business bank account.

Do not require job costing.

Are not required to report sales tax.

Have little to no inventory.

If inventory is present, they keep inventory management and tracking in-house.

If they have payroll, they use a payroll provider or are prepared to switch to a payroll provider to manage their payroll.

Are committed to open communication with us.

Are able to respond timely to our requests so we can return the favor.

Are comfortable with meeting virtually.

Understand Benjamin Franklin's quote "the bitterness of poor quality remains long after the sweetness of low price has been forgotten."

Would you like to add any comments?

Thanks for submitting! We will be in touch within two business days!

704-380-9369

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