Name
*
First Name
Last Name
Legal Business Name
Legal Business Structure
*
Sole Proprietorship
LLC
Partnership
S Corp
C Corp
Nonprofit
Other
Unknown
Email
*
Website
Phone
(###)
###
####
How did you hear about us?
*
Tell me about your business! (industry, age, state located, what you do/offer, etc)
*
What selling platforms do you use? (ie Etsy, Amazon, Square, in person)
By checking here I am acknowledging that I understand that Indigo Bookkeeping, LLC does not offer tax or CPA services and does not offer legal advice.
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Yes, I understand.
Which services are you potentially interested in?
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Expense/Income Categorizations
Bank Reconciliations
Monthly Reporting
Accounts Receivable
Accounts Payable
Sales Tax Submission
Payroll
Inventory Management
Software Setup
Training
Startup Advice
What's your main reason for hiring a bookkeeper?
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Bookkeeping is my worst nightmare! Please don't make me do it anymore!
I really need to focus more of my time on other parts of my business.
I'd love more insights on how my business is doing and how I can grow.
I worry constantly that I'm missing something important!
All of the above!
Other
What are you looking for in a bookkeeper? And/or what stresses you most?
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Have you worked with a bookkeeper before?
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Yes
No
Do you have a CPA/accountant you work with at tax time?
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Yes
No
When are you hoping to start working with a new bookkeeper?
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Standard monthly bookkeeping rates start at $300/mo. (Micro businesses with less than 25 transactions per month, please note this as I have a quarterly option.) A diagnostic review, catch up, clean up, and/or set up will be a one time fee in advance of monthly services. Is this feasible for your business right now? (Monthly services are generally recommended when your business is close to the 6 figure mark. We have solutions for those not quite ready for full service bookkeeping coming soon! Please complete the form even if $300 is out of range right now and we'll let you know when other solutions are available!)
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Yes!
Maybe... Can we talk about it?
Not right now, but I'm interested in other solutions!
Do you have any other specific notes/questions?
When is generally a good time for a quick 15-30 minute call to get a few more details about your business?
We're not always available to take on all new clients. Would you like a recommendation of another bookkeeper if we're not the right fit or not available?
Yes, please!
No, thanks!
Whew, I know that was a lot! Thank you so much for spending time filling that form out!
I will be in touch within 48 business hours to set up time to connect for a quick call to talk about a few other more in depth business details and answer any questions you have. Then I’ll have all I need to send over a quote soon after that call!
Sarah Coppola Owner/Bookkeeper