Bookkeeping consultation request

Let's Learn More About Your Business

Please complete the form below so I can better understand your bookkeeping needs and determine the best way to help. The information you provide helps me evaluate your current situation and recommend the appropriate services.

Estimated completion time: 3–5 minutes

What Happens After You Submit?

1

I review your information

I go through the details you provided to understand your business and bookkeeping needs.

2

I contact you if needed

If I need additional details, I'll reach out by email before making a recommendation.

3

I recommend the best solution

I'll recommend the best bookkeeping solution for your business based on your situation.

4

We begin onboarding

If we're a good fit, we'll begin onboarding so you can get your books organized.

Typical response time: 1–2 business days.

Who This Form Is For

  • Small business owners
  • Sole proprietors
  • Independent contractors
  • Consultants
  • Service-based businesses
  • Freelancers

Before You Begin

It may be helpful to have the following information available:

  • Business name
  • Current bookkeeping software (if any)
  • Approximate monthly transaction volume
  • Current bookkeeping challenges
  • Desired start date

Important Information

To ensure the best experience for clients, services are offered based on availability and fit. Submitting this form does not create a client relationship or guarantee service availability.

Complete the Form Below

Questions before completing the form? Email marie@marieebookkeeping.com. Response time is typically within 1–2 business days.