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Bookkeeping Survey

This quick survey will help us understand your unique bookkeeping needs and provide you with trusted guidance to elevate your real estate business.

First Name

Last Name

Email *

Phone *

I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from Simple CFO. Message frequency varies. Message & data rates may apply. You can reply STOP to unsubscribe at any time.

Legal Business Name

Industry/Nature of Business

Years In Operation

Annual Revenue Range

Current Accounting Software

Current Chart Of Accounts In Place?

Yes

Who has been handling the bookkeeping up to now?

Are your books current? If not, when was the last reconciliation?

Number of monthly banking transactions (approximate)

Number of monthly credit card transactions (approximate)

Do you use any other financial tools/software?

Which other services are your interested in? (please specify)

*Only complete if you selected "Other" in the question above.

How soon are you looking for bookkeeping services?