If We Had Lunch Together…

Answer a few questions about your bookkeeping journey and you could win a $25 UberEats gift card.

Lunch on me!

I want to make sure the content, trainings, and programs I create actually meet you where you are, both in your dreams and in the doubts that creep in.

Your honest answers will shape what I share with you in the months ahead.

As a thank you, everyone who fills this out will be entered into a giveaway to win a $25 UberEats gift card.

Think of it like we are sitting down together to talk about bookkeeping, business, and life.

START HERE

Name

Where did the idea of starting a bookkeeping business first come from?

How long have you been thinking about starting (or growing) your bookkeeping business?

Why bookkeeping? What draws you to this path instead of something else?

How many clients do you currently have?

What is your #1 struggle right now when it comes to your bookkeeping business (or starting one)?

When you think about starting or growing a bookkeeping business, what nagging fear or doubt comes up first?

How much PROFIT would you love to make in your bookkeeping business each year?

How much profit (or take-home pay) are you currently making from bookkeeping?

Do you currently have another job?

If yes, how much do you earn there (yearly)?

What other experience do you bring with you (accounting, admin, business ownership, something else)?

What else are you juggling in your life right now (work, family, caregiving, school, etc.)?

If you and I could sit down for lunch, what three questions would you ask me about bookkeeping or building a business?

Do you have the emotional support of friends, family, or a partner as you build your business? If yes, what does that look like? If no, what feels missing?

Anything else you’d like me to know?

If We Had Lunch Together…

Answer a few questions about your bookkeeping journey and you could win a $25 UberEats gift card.

Lunch on me!

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