Thank you for taking the time to fill out my survey. It is helps me get a great idea of how things are going and how we can help

Step one, complete!

You let me know in plain English how you're feeling about the accounting, via my survey.

Now I want to see what your accounting system can tell me. How much activity is there, how complicated/simple should it be, what can I do to help?

Step two:

Please invite me to your QuickBooks Online company file.

I will then do a Baseline Assessment.

I'll use this data to put together a Scope of Services and Proposal. Then we can meet via Zoom and run through the results together.

Onward!