Let’s Get Started - Tell Us About Your Business
This short intake form helps us prepare for our initial call together. The more insight we have upfront, the more valuable and tailored our conversation will be.
Why We Ask These Questions
To understand how your business operates
To identify pain points or gaps in your current bookkeeping process
To ensure we spend our time together focused on what matters most to you
This for is not a commitment to service, and we don’t expect everything to be perfectly organized - that’s what we ‘re here for.
Need Help or Have Questions First?
Feel free to reach out anytime at info@ledgerbalanceservices.com
We are here to support you