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Intake Form
Bookkeeper Cate's initial questionnaire from potential clients
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* Indicates required question
Email
*
Your email
First Name
*
Your answer
Last Name
*
Your answer
Email address
*
Your answer
Website
*
Your answer
Business Name
*
Your answer
Business industry
*
Construction
Other (describe in the next question)
Describe your construction trade specialty(ies),
or what your other business industry is.
*
Your answer
Are you the owner?
*
Yes
No
How many employees do you have during busy season?
*
0
1-5
6-9
10 or more
Do you hire sub-contractors?
*
Yes
No
What are your average annual sales?
*
Up to $1,000,000
Over $1,000,000
Describe how you are currently managing your financials.
*
Your answer
Are you ready to get out of small-owner overwhelm by seeking a pro for your bookkeeping?
*
Yes
No
Not sure yet
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