Kickoff Form - FullStaff

This form takes most users under 3 minutes to complete.

Better Bookkeeping Starts Here

Let’s take a quick inventory of your books.

1 2 3 4

Your Current Books

I’m currently using:

Quickbooks Online Quickbooks Desktop Xero Spreadsheet Freshbooks, Wave or Sage Nothing

Other

Who currently does your books?

Myself In-house Employee My Partner CPA Firm I had a bookkeeper No one

Other

My books are:

Up-to-Date

A few months behind

A hot mess

An existential crisis

2 3 4

Accounting errors result in an average of $3,534 per year in tax over payments for small business owners who handle their own books.

I’m ready to eliminate costly errors in my books:

Yes

I’m not sure yet

2 3 4

Business Basics

My primary business type is:

Professional Services

Retail / Wholesale

Subscriptions

E-commerce

Manufacturing

Real Estate

Construction / Trade

Restaurant

Non-Profit

Other

Do you track inventory?

Yes No

Types of Inventory

Select all that apply:

Raw Goods

Work-in-Progress

Final Goods

Employees on Payroll

0 employees 1-9 employees 10-24 employees 25+ employees

3 4

Businesses that outsource their accounting functions see 30% faster growth than their peers.

I want to fully trust my books and grow my business:

Yes

I’m unsure

3 4

My Pain Points

What frustrates you most about your books?

Late Books

Errors & Inaccuracies

Stress

Software / Technology

Personal Time

Cost

Complexity

Other

What made you start looking for help?

My business is expanding I can’t manage it on my own anymore Parted ways with previous bookkeeper Tax prep is getting tough My CPA told me to shape up You had this really great ad

When do you want to hand-off your bookkeeping?

Our team will coordinate to work on your timeline.

As soon as possible

1-2 weeks

1-2 months

I’m just exploring

4

40% of business owners say bookkeeping and taxes are the worst part of owning a business.
Are you ready to make a change?

I’m serious about hiring a bookkeeper for my business:

Yes!

I’m still a maybe

4

We’d Love To Meet You

Business Name

Website optional

Location

Full Name & Title

Email

Phone

Please verify you are human.

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Thanks!

You are on your way to better books with less stress. Here is your final step for today:

1

Kickoff Form

Completed

2

Schedule A Call

Next Step

Select a time online to talk with your FullStaff business advisor.

Devon Higgins

Devon Higgins

FullStaff Business Advisor

devon@fullstaff.com

based in Grand Rapids, MI

3

Onboarding

On-Deck

Work with the FullStaff onboarding team to invite your bookkeeper to your accounting software and define our first month’s scope of work.

Schedule A Call

Select a time below to meet with the FullStaff team about your accounting needs.

Let’s Do This

Thank you for your interest in growing your company with FullStaff. We can’t wait to meet you!

Done

Thank you