Proof & Balance | Boutique Bookkeeping

Your Details

Who should we address our proposal to?

Full Name

Email Address

Phone Number

Business Basics

Help us understand the structure and scale of your operation.

Business Name

Industry

Entity Type

What is your average monthly revenue?

Less than $10,000

$10,000 – $50,000

$50,000 – $150,000

$150,000 – $500,000

$500,000+

Current Landscape

Where do things stand right now with your finances?

Where are you currently with your books?

Everything is up to date

A little behind (1–3 months)

Several months behind (3–12 months)

Over a year behind

I have no bookkeeping set up at all

What system are you currently using?

QuickBooks Online

QuickBooks Desktop

Xero

Wave

Excel / Spreadsheets

Nothing yet / Not sure

Who currently manages your bookkeeping?

I do it myself

In-house employee

Another bookkeeper

CPA only (no ongoing)

Needs & Frustrations

Select the services you need and tell us what's keeping you up at night.

What services are you interested in? (Select all that apply)

Monthly bookkeeping

Catch-up / clean-up

Financial reports

Payroll

Accounts payable (bills)

Accounts receivable

Job costing

What’s your biggest frustration right now?

I don’t know my numbers

My books are messy or inaccurate

I’m spending too much time on bookkeeping

Taxes are a mess

Bank Accounts?

Credit Cards?

Loans / Lines?

Final Details

Just a few last questions before we connect.

Do you have access to your financial records?

Yes, everything is organized

Yes, but it’s somewhat messy

Some records are missing / I'm not sure

When are you looking to start?

Monthly Budget (Optional)

Anything else we should know before the call?

Contact Us

Find Your Balance.

Your Details

Business Basics

Current Landscape

Needs & Frustrations

Final Details

Proposal Request Sent