What's Your Bookkeeping Style?
Take this quick quiz to discover the support that makes sense for you and your business.
Question 1 of 6
What's your current bookkeeping situation?
Up-to-date and looking good
I'm a few months behind but it's manageable
I'm 6+ months behind and feeling overwhelmed
What bookkeeping? (I've been avoiding it completely)
Question 2 of 6
How do you feel about spending time on bookkeeping?
I enjoy it and want to get better at it
I don't love it but I'm willing to learn if it saves money
I tolerate it but would rather focus on my clients
I'd rather do literally anything else
Question 3 of 6
Where is your business right now?
Just starting out - budget is tight but I have time to learn
Growing steadily - getting busier but still watching every expense
Established and profitable - my time is worth more than the cost savings
Scaling quickly - I need systems that can keep up
Question 4 of 6
How do you feel when you think about your business finances?
Curious and engaged - I like understanding my numbers
Slightly anxious but manageable
Stressed and overwhelmed most of the time
Full panic mode - I avoid looking at them
Question 5 of 6
What's your biggest bookkeeping challenge right now?
I don't know if I'm doing it correctly
I don't have time to keep up with it
I'm drowning in backlog and don't know where to start
I understand the basics but need better systems
Question 6 of 6
In 6 months, your ideal bookkeeping situation would be:
Confidently managing my own books with great systems
Having someone handle it while I stay informed
Finally caught up and maintaining good habits
Never thinking about bookkeeping again because it's handled
Here's What I'm Thinking for You:
