Let’s Connect | Erika Golde

Thank you for your interest in working with us!

This questionnaire will help us understand your business and whether we will be a good fit for each other.

Please be sure to fill out all fields.

We find our best clients have some things in common. Please check the boxes to acknowledge that you agree. We find our best clients have some things in common. Please check the boxes to acknowledge that you agree. You are using Quickbooks Online (QBO) or are ready to make the switch. You are committed to open communication and are comfortable with meeting online. You can afford to invest in our services. (We have a $300/month minimum.)

First Name

Last Name

Email Address

Business/Organization Name and any DBA's

Phone number

What is your position in this business/organization?

What type of business is this?

How long have you been in business?

What type of entity does you business file taxes as?

Do you have employees? If yes, how do you run payroll?

When do you need to start? Do you have any deadlines to meet?

Are you already using QBO? If not, what accounting software are you using?

What would you like us to know about your business? Your challenges? Growth goals?

Check the services your are interested in learning more about. Check the services your are interested in learning more about. Bookkeeping Services Quickbooks Online Setup Clean-up/Catch-up Assisted Payroll Diagnostic Report of your books Advisory/Consulting

How did you hear about us?

* If you are not redirected to a confirmation page after clicking Submit, please check that your responses above are complete.*