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First Name

Last Name

Phone *

Email *

Business Name *

Role / Title *

How did you hear about us?

Semi-Retired MD

Google Search

Referral from another client

In-person event

Social Media

Other

How would you describe your current stage with the business?

Brand new (in the planning or startup phase)

Just starting but eager to grow

Growing steadily

Established but needing a fresh perspective

Scaling rapidly

We use QuickBooks Online in our business. Do you already have a QBO subscription? *

Yes, I already use QuickBooks Online

No, but I’m open to switching for better financial clarity

No, and I prefer to use another platform

Why are you interested in working with a bookkeeping expert? Are there any specific concerns you’d like addressed? (Select all that apply)

I don’t have time to manage it myself

I want a better understanding of where my money is going

I need help keeping everything organized and accessible

I want to ensure I’m maximizing tax benefits

I’m worried about not being prepared for tax season

I’m not sure if I’m managing everything “correctly”

I need better financial reports for strategic planning

Other

How would you describe your current organization of financial records and your willingness to collaborate regularly for accurate bookkeeping? *

My records are well-organized, and I can collaborate weekly or monthly as needed

My records need organizing, but I’m willing to work together on this

I have some organization but need help maintaining it

I’d prefer a hands-off approach but want my records to be organized for me

I’m unsure where to start and would like guidance on organizing my records

Other

Please indicate the type and scope of your business or property holdings: *

I don’t currently own any properties or businesses

I own a medical practice or other business (no properties)

I manage a single property with multiple units/doors

I manage multiple properties with single units/doors each

I manage multiple properties, some with multiple units/doors each

I manage multiple properties across different states

Other

How would you describe your current level of interest in improving your business’s financial management?

I’m ready to make changes and take action with expert support

I’m seriously considering options and want to explore solutions

I’m just gathering information for now, with no immediate plans to act

I’m not sure; I’d like more guidance on where to start

What additional information would make you feel confident about taking action to enhance your financial management?

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Testimonials

"Handing over my bookkeeping to Money on the Mend was undoubtedly one of the best decisions I've made for my business. This decision has freed up my time and given me peace of mind, knowing that my finances are in capable hands. I highly recommend Money on the Mend to anyone looking to streamline their financial processes and focus on growing their business."

- Nathan A. Take One Media

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