Conscious Bookkeeping Intake Form

Welcome to Marcie Walker LLC: Elevating Heart-Centered Female Entrepreneurs to Financial Mastery!

This form is a stepping stone for conscious leaders, healers, and mission-driven entrepreneurs like yourself, aimed at deepening our understanding of your unique path, aspirations, and challenges. Our goal is to gather insights into your experiences with finances, holistic well-being, and conscious leadership, allowing us to tailor our support and services to align seamlessly with your needs and entrepreneurial journey.

Embark on your path to financial harmony by uncovering your distinct bookkeeping needs and challenges through this concise survey. By sharing your experiences and preferences, you are not only progressing towards organized and stress-free finances but also engaging in the co-creation of a service uniquely tailored to ensure the alignment of your business’s heart and finances. Elevate your financial consciousness and welcome your journey to abundance!

We deeply value your openness and the information you share. It paves the way for a more personalized and transformational journey as we venture on this path together. We are here to facilitate your growth and transformation, and we sincerely thank you for granting us this opportunity to support you.

Ready to step into financial mastery?

Complete the Conscious Bookkeeping Survey now to start your journey towards financial harmony and holistic well-being.

Your abundant future awaits!

Email *
Name
Type of Business
 *
Years in Business
 *
Role in Business
 *
Required
Business Information
Organization Size *
Gross Revenue (Annual) *
What type of Business Entity do you own? *
How many business bank accounts do you have? 
If you have more than one, what types are they (checking, savings, MMA)?
 *
How many monthly transactions do you have between all of your bank accounts? *
Do you have 1 or more company credit cards?  
If so, how many?
 *
How many monthly transactions do you have between all of your bank and credit card accounts?
 *
Do you have Payroll and at what frequency is Payroll run? *
Entrepreneurial Challenges
What are the three most significant challenges you've faced as an entrepreneur in your field? *
How have these challenges affected your business's growth and sustainability?
 *
Bookkeeping and Financial Management
Do you handle your business's bookkeeping and financial management personally?
 *
If yes, what bookkeeping tools or software do you use (e.g., QuickBooks, spreadsheets)?
 *
If no, do you currently work with a bookkeeper or accountant for these tasks?
Clear selection
What are the most significant challenges you face when it comes to bookkeeping and financial management in your business?
How confident do you feel in your ability to manage your business finances effectively?
 *
Not Confident
I'm a Pro!
Please share more about your experience, including any challenges or positive aspects.
Working with Financial Professionals
What specific qualities or services do you value most when considering a financial professional for your business?
 *
What improvements or support do you wish to receive when working with a financial professional?
 *
Training and Support
Are you interested in professional training or courses that could help you better manage your business finances?
 *
What specific topics or skills would you like to learn or improve upon regarding business finances and bookkeeping?
 *
Is there anything else you'd like to share regarding your experiences as an entrepreneur, your business finances, or your interaction with financial professionals?
Additional Feedback
What is your current understanding of conscious leadership and purpose-driven entrepreneurship?
How important is it for you to align your business with your values and mission?
 *
Not Important
Extremely Important
What mindset challenges have you encountered on your entrepreneurial journey?
 *
Are you comfortable with financial aspects of your business, such as budgeting and record keeping?
 *
What financial topics or tasks do you find most challenging in your business?
 *
How well do you manage cash flow in your business?
Manage Cash Flow?
I'm on top of it!! My money works for me.
Clear selection
Do you have a budget for your business? If yes, how effectively do you stick to it?
 *
How important is it for you to align your business finances with your values and purpose?
 *
Not even a thought
A MUST
What stress management and self-care practices do you currently use in your entrepreneurial life?
 *
How do you balance work and personal life to maintain holistic well-being?
 *
I don't
I live a 100% balanced life
What energy management techniques or practices do you employ for mental clarity and focus?
 *
Have you created a comprehensive business plan for your venture?
 *
How effective are you in setting and achieving SMART goals for your business?
 *
SMART Goals for Business?!
Very Effective - I'm slaying my Biz Goals
Do you use visualization or vision boarding to manifest your business goals?
 *
What financial goals have you set for your business, and how aligned are they with your purpose?
 *
Have you explored manifestation techniques to attract financial abundance to your business?
 *
What is your understanding of the energetics of money and its impact on business success?
 *
How comfortable are you with understanding financial statements and KPIs for your business?
 *
Not Comfortable
I'm a Pro!
Do you analyze financial data to inform your business decisions effectively?
 *
How do you currently use financial insights to align your business with your purpose and values?
 *
What action plan have you developed for conscious business growth?
 *
Are you open to financial and spiritual transformation as part of your entrepreneurial journey?
 *
How do you celebrate milestones and successes in your purpose-driven business?
Submit
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