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Wise Money Bookkeeping & Consulting
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Email
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Your email
What is your first name?
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Your answer
What is your last name?
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Your answer
How many businesses do you have?
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Your answer
How many business bank accounts do you have open?
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Your answer
How many business transactions do you have monthly on average?
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Less than 100
Between 100 and 150
Between 150 and 200
Between 200 and 250
More than 250
How many personal (household) bank accounts do you have open?
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Your answer
How many personal (household) transactions do you have monthly on average?
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Less than 100
Between 100 and 150
Between 150 and 200
Between 200 and 250
More than 250
What financial management software do you use for business? (i.e. Quickbooks Online, Quicken, Wave, Mint, None)
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Your answer
What financial management software do you use for personal (household)? (i.e. Quickbooks Online, Quicken, Wave, Mint, None)
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Your answer
Do you have an active bookkeeper?
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Your answer
Do you have an active accountant?
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Your answer
What are you currently having the most trouble with in terms of your finances?
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Your answer
If you're a CURBS student or alumni, have you fully implemented what has been taught in the program?
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If you are not a CURBS Student or Alumni, please put "N/A" and "[where you heard of us!]
Your answer
What do you think you need the most help with right now?
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Your answer
If you are a CURBS Student or Alumni, which sounds more like you?
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1. I want to learn the ins and outs of the CURBS system, Quickbooks Online, Reconciliation and Report Analysis. I want to fully understand everything and do it on my own (if I have to)
2. I think I understand enough via the program, I'd rather someone do most of the implementation for me
3. I'm not a CURBS Student or Alumni
If you are NOT a CURBS Student or Alumni, which sounds more like you?
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1. I want hands on help with my books. I want to learn the ins and outs of Quickbooks Online and mainly manage my own business and/or personal finances
2. I'm looking for someone to manage my books and financials for me but provide me with monthly reports
3. I am a CURBS Student or Alumni and answered the question above
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