Tell Us Where Your Books Stand

A few questions so Miriam can review your situation before you talk. The more honest the picture, the faster we can tell you what to fix first. Nothing here is judged, it only tells us where to start.

Only your name, email, and phone are required. Everything else just helps Miriam prepare before she calls.

Your name

Business name

Email

Phone

What is the main thing you want fixed?

Work that is behind and needs catching up Numbers I am not sure I can trust A file I inherited from a previous bookkeeper Nothing is broken, I just want it off my plate

What do you need help with? (check all that apply)

Cleanup / catch-up Monthly bookkeeping Payroll Reconciliations Tax-time / filing prep Not sure yet

Which QuickBooks are you on?

How many months of catch-up is there?

Roughly how much moves through the business each month?

What made you reach out today?

Best times for a callback

How did you hear about us?

Miriam reads every one of these personally. No call center, no rotating strangers.