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Trust Bookkeeping

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Contact

Schedule a Consultation

Business Financial Assessment

What are your top 1–2 biggest financial challenges right now

What were your total sales or revenue over the last 12 months

What was your net profit over the last 12 months

On average, how many days does it take you to collect payments from customers (Accounts Receivable Days)

Do you currently review monthly financial reports (Profit & Loss, Balance Sheet, Cash Flow Statement)

Are you carrying any debt or loans that are a concern for your business

If you could wave a magic wand and fix one thing in your business finances, what would it be

Name

Email

Phone

Company Name

Company Address

What type of entity is your business

What industry does your business operate in

How many bank accounts and credit cards does your business use

On average, how many total transactions occur per month

How many invoices and bills do you issue or receive each month

Do you need integration with third‑party apps

Yes No

How many employees do you have

Are you currently using accounting software (QuickBooks, Xero, NetSuite, Other, None)

Which service are you interested in

Bookkeeping Fractional CFO

Are your books up to date

Yes No Not sure

How far behind are your books

1–3 months 3–6 months 6–12 months 12+ months

Do you need help with monthly bookkeeping

Yes No

Do you need help with reconciliations

Yes No

Do you need help with accounts payable (bill pay)

Yes No

Do you need help with accounts receivable (invoicing)

Yes No

Do you need help with payroll

Yes No

Do you need help with sales tax

Yes No

Do you need clean‑up or catch‑up work

Yes No

Do you need help with project‑based revenue and expense tracking

Yes No

Do you need multi‑entity or class tracking

Yes No

Financial Reporting & Operations

Do you currently receive monthly financial reports

Yes No Sometimes

Which reports do you need

P&L Balance Sheet Cash Flow Budget vs Actual AR/AP Aging

Do you need month‑end close support

Yes No

Strategic & Operational Support Needs

Do you need help with cash flow forecasting

Yes No

Do you need help with KPI dashboards

Yes No

Do you need help with pricing strategy

Yes No

Do you need help with profitability analysis

Yes No

Do you need help with growth planning

Yes No

Do you need strategic advisory meetings

Yes No

Do you need help with internal controls

Yes No

Do you need help with process improvement

Yes No

Thank you for your interest. Please submit your request now.

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