New client systems assessment

Books that run on structure, not stress.

A few questions about how your financial systems work today — takes about three minutes. You'll get an instant read on where the foundation is solid and where there's room to build, then a full Systems Roadmap within a couple of business days. The goal isn't more reports — it's systems that hold up under pressure, whether that's tax season, a lender, or just a bad month.

About your business

Business name

Your name

Phone (optional)

Industry

Foundation

Is your business entity/structure set up correctly for your situation?

Yes, confirmed Not sure No / needs review

Are your business bank and credit accounts fully separated from personal?

Yes No

Are you currently on QuickBooks Online?

Yes Switching from something else No

Operating rhythm

How do receipts and invoices currently get tracked?

Payroll

How often do you currently look at your own numbers?

Working style

How comfortable are you with cloud-based tools?

Very — I run most things online Somewhat Not really — I prefer paper

How do you feel about AI being used to speed up your bookkeeping?

All for it Open, with a human checking the work I'd rather you didn't

No wrong answers — this just tells me how to work with you.

Credibility readiness

Could your books be handed to a lender or CPA today without a cleanup first?

Yes Not sure No

Do you currently collect/remit sales tax where required?

Yes, handled Not applicable Not sure

Anything else you want me to know? (optional)