Question 1: Business Size

Which best describes your business?

Solo owner, no employees 1–3 employees or contractors 4–10 employees or multiple crews 10+ employees or multiple locations

Question 2: Monthly Transactions

Roughly how many transactions run through your bank and credit cards each month?

Under 100 100–300 300–750 750+

This is one of the strongest predictors of workload.

Question 3: Payroll & Compliance

What applies to your business right now?

No payroll Owner payroll only W-2 employees or contractors W-2 employees and contractors, filings, or workers’ comp

Question 4: Current Bookkeeping State

How would you describe your books today?

Clean and up to date Mostly up to date, occasional issues Behind or inconsistent Significantly behind or unclear

Question 5: Reporting & Clarity Needs

What do you want from your bookkeeping support?

Basic monthly bookkeeping & tax-ready books Clear monthly reports so I understand my numbers Help monitoring cash flow, profitability, and decisions Ongoing insight, planning, and proactive support

Question 6 (Optional): Owner Involvement

How involved do you want to be in day-to-day bookkeeping?

I’m hands-on and just want support I want oversight but not daily involvement I want this fully off my plate

If you skip this, we’ll assume 0 points.