Free Bookkeeping Assessment

Streamlined Books

Free Assessment

Tell us about yourself

We'd love to learn about your business.

Thank you for your interest in partnering with Streamlined Books. To help me understand your organization's financial structure and ensure our discovery call is productive, please take 3 to 5 minutes to complete this brief questionnaire.

Section 1: Basic Information

Your name

Business or organization name

Phone

Preferred contact method

Phone / Text Email

Timeline

As soon as possible Within 30 days Within 2-3 months Just exploring options

Section 2: Organization Structure & Alignment

Business type

Non-profit organizations / grant recipient For-profit small business

Current accounting software (if any)

QuickBooks Online Xero FreshBooks Excel None

Section 3: For-profit Small Business Metrics

How many active funding or revenue sources do you track?

1 to 2 sources 3 to 5 sources Six or more distinct sources

Do you currently receive or manage restricted grants?

If yes, how many individual grant compliance reports do you submit annually?

What is your average monthly transaction volume across all funds?

How many active bank and credit card accounts do you use for business transactions?

1 to 2 accounts 3 to 4 accounts Five or more accounts

What is your estimated average monthly transaction volume?

Under 50 transactions per month Under 150 transactions per month Under 300 transactions per month More than 300 transactions per month

Section 4: Service Scope & Goals

What specific solutions are you looking to integrate? (select all that apply)

Core monthly bookkeeping and reconciliations Full service payroll administration Historical cleanup / catch up accounting (we are behind on our books) CFO/COO strategic advisory (KPI dashboards, cash flow forecasting, board reporting)

What is the single biggest financial or operational bottleneck your organization faces right now?

Tell us about your other needs

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Prefer to talk directly? Call (480) 640-2568 or email penny@streamlinedbooks.net.