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Balanced Life Accounting

Let's see if we're a fit

Before we get on a call, this helps me understand where your business stands financially and what you actually need. Answer what you can. Nothing here is binding, and short answers are fine.

When you're done, hit submit and it'll open a pre-filled email to send me your answers directly.

Business overview

Your name *

Business name *

Best email to reach you *

Business structure (LLC, corp, sole prop, etc.)

Years in business

What does your business do, and who are your typical clients or customers?

Do you currently have a bookkeeper?

Yes No

Do you have a tax accountant?

Yes No

What accounting software do you use, if any?

Are your books and records currently up to date?

Yes No Not sure

Are your business and personal banking/cards kept separate?

Yes, fully separate Some overlap

Pain points

What's not working with your current setup? What's feeling clunky, stressful, or keeping you up at night?

Is anything falling through the cracks right now?

Bookkeeping and catch-up

How are things being tracked right now (spreadsheet, software, nothing formal)?

How often would you like things updated?

Weekly Monthly Quarterly Not sure

What time period, if any, needs to be caught up or cleaned up?

Do you have supporting records available for that period (receipts, invoices, bank statements)?

Yes Some No

Any past-due filings, notices, or issues I should know about?

Reporting

What kind of reports would be helpful to you (P&L, cash flow, etc.)?

How often would you like to receive them?

Do you need profitability tracked separately by job, location, or team?

Yes No Not sure

Sales tax

What states do you collect sales tax in, if any?

How often do you file, and are filings current?

Payroll

Do you have employees on payroll?

Yes No

If yes, how many people, and hourly or salaried?

What payroll software or platform do you use, if any?

Sales and expenses

How do you earn revenue, and what does your sales process look like?

Do you invoice customers, or is payment handled another way (POS, e-commerce, subscriptions)?

How do you usually make purchases, and how are receipts and expenses currently tracked?

Do you have vendor bills on terms that need to be tracked and paid?

Yes No

Budget and timeline

Do you have a budget range in mind for bookkeeping or accounting support?

When would you like to get started?

Anything else you'd like me to know about your business or what you're looking for?

How you found me

How did you hear about Balanced Life Accounting?

Referred by a client or colleague BNI or networking group Google or online search Instagram or Facebook We've met in person Other

If someone referred you, who was it?

I like to thank the people who send business my way.

This opens a pre-filled email in your email app addressed to Cathy at Balanced Life Accounting. Nothing is sent automatically — you'll still need to hit send there.

One more step

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Balanced Life Accounting · your answers stay between us

Maintain the Balance

Email

info@balanced-life-accounting.com

Phone

(219) 699-8498

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