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Name

Phone Number

How did you hear about working with Alissa?

Tell me about your business. What do you do? How long have you been in business?

What is your biggest motivator to outsource bookkeeping at this time?

What stresses you out most about the current state of your books?

Describe what you're looking for in a bookkeeper, if you know.

How are you currently keeping track of your books?

About how much do you earn in sales/services each year?

Do you sell any physical products?

If we decide that working together is a good fit, when will you be ready to start?

Our monthly bookkeeping fee starts at $350, and if there is catch-up required, there will be a set up fee. Is this within your budget?

Do you have anything else to ask or tell me?

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