Complete Business Assessment

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Are These Financial Challenges Holding Your Business Back?

Complete Business Assessment

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Get Organized. Gain Clarity. Move Forward With Confidence.

Complete Business Assessment

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Complete Business Assessment

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LUXURY BOOKKEEPING CLIENT APPLICATION

Contact Information

Full Name *

Business Name *

Phone *

Email *

Website (if applicable)

Business Information

What industry is your business in? *

Briefly describe what your business does. *

How long have you been in business? *

Less than 1 year

1–3 years

3–5 years

5–10 years

10+ years

How many employees or contractors do you have? *

What is your average monthly revenue? *

Under $25,000

$25,000–$50,000

$50,000–$100,000

$100,000–$250,000

$250,000+

Approximately how much profit does your business generate each month? *

$

What bookkeeping software do you currently use? *

QuickBooks Online

QuickBooks Desktop

Xero

Wave

Excel

None

Other

If you are not using QuickBooks Online, are you willing to switch? *

Yes

No

Do you currently have payroll? *

Yes

No

If yes, approximately how many employees are on payroll?

Financial Readiness

Have you invested in professional bookkeeping before? *

Yes

No

How soon are you looking to hire a bookkeeping firm? *

Immediately

Within 30 days

Within 90 days

Just researching

Are you the person who makes financial decisions for your business? *

Yes

No

Shared decision

Have you established a monthly budget for bookkeeping services? *

Yes

No

If we determine your business is a good fit, how do you plan to invest in bookkeeping services? *

Business cash flow

Savings

Business financing

Personal financing

I'd like to discuss financing options

If financing is available, would you consider using it to invest in your business? *

Yes

Maybe

No

If your business is less than one year old, are you willing to use financing to invest in building the proper financial foundation for your company? *

Yes

No

Not Applicable

If we determine you're a good fit, what would prevent you from moving forward? *

Nothing—I’m ready.

Budget

Timing

Need partner approval

Need financing

Other

Business Goals

What is your biggest financial challenge right now? *

What are your top three business goals over the next 12 months? *

Increase revenue

Increase profit

Prepare for funding

Reduce taxes

Improve cash flow

Clean up financial records

Hire more employees

Sell the business

Other

What keeps you up at night about your business finances? *

What would success look like after working with Luxury Bookkeeping for one year? *

Why are you looking for a new bookkeeping firm? *

What frustrated you most about your previous bookkeeper or accountant? *

What qualities are most important when choosing a bookkeeping firm? *

Accuracy

Communication

Speed

Tax Strategy

Financial Reports

CFO-Level Guidance

Trust

Organization

Other

Are you looking for a long-term bookkeeping partner? *

Yes

Possibly

No

Are you committed to following recommendations that will improve your business's financial health? *

Yes

No

How did you hear about Luxury Bookkeeping? *

Google

Facebook

Instagram

YouTube

Referral

Webinar

Existing Client

CPA

Networking Event

Other

Is there anything else you'd like us to know before reviewing your application? *

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Call Us: 972-746-5929
Email Us: [email protected]
Dallas, Texas, USA

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