Business Financial Wellness Questionnaire

Fields marked with an * are required.

Name *

First

Last

Title *

Phone *

Email *

Business Name *

Business Location *

Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

What is your current bookkeeping system? *

What accounting software do you currently use? *

How long has your business been active? *

What are the three biggest challenges you encounter with your bookkeeping? *

What would you like to learn to do better? *

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