Discover Your Ideal Bookkeeping Solution in 2 Minutes

Answer 5 quick questions to find the perfect financial support for your business needs

82%

of small business failures are due to poor cash flow management

10-20+

hours per month spent by SBOs on bookkeeping tasks alone

more likely to secure funding with professional financial support

Question 1 of 5

What type of business do you operate?

Sole Proprietor/Freelancer

Small Business (1-5 employees)

Growing Business (6-20 employees)

Established Business (21+ employees)

Non-profit Organization

How do you currently manage your bookkeeping?

I do it myself (DIY approach)

A team member handles it part-time

I have a part-time bookkeeper

I use a full-service accounting firm

It's mostly neglected right now

How much time do you or your team spend on bookkeeping tasks monthly?

Less than 5 hours

5-10 hours

10-20 hours

20+ hours

I'm not sure

Which financial challenges are most frustrating for your business?

Select all that apply

Keeping up with daily transactions and reconciliations

Tax preparation and planning

Managing payroll and compliance

Understanding financial reports and business performance

Cash flow management and forecasting

Finding time for financial tasks

Concerns about errors or missed deductions

What are your primary financial goals for the next 12 months?

Select all that apply

Reduce time spent on bookkeeping tasks

Improve financial clarity and decision-making

Ensure tax compliance and maximize deductions

Scale operations while maintaining financial control

Secure funding or investment

Reduce costs and increase profitability

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