Before Your Call

Want a head start
before our call?

Fill out as much or as little as you'd like — there are no wrong answers and nothing is required. Sharing this information helps me come to our conversation fully prepared, so we can spend less time on basics and more time on your goals.

Your answers are saved automatically as you go. Close this page and return any time — no login needed.
Your progress Step 1 of 5
1
Business
2
Services
3
QuickBooks
4
Documents
5
Review
Contact Information
Just the basics so I know who I'm talking to.
Business Overview
Help me understand your business before we talk.
Accounts & Integrations
This helps me understand the volume and complexity of your books.
Payroll, Inventory & Sales Tax
A few quick questions to complete the picture.
Services
Let me know which services you're interested in — select everything that applies. Nothing is set in stone; we'll talk through it on our call.
I'm interested in…
QuickBooks Online
I work exclusively in QuickBooks Online. Your answers here help me prepare for our conversation and understand where you are with your software.
Your QuickBooks Status
How to give Christine access before our call

Getting access to your books is something I need before I can put together an accurate quote. If you'd like to get a head start on this before we talk, here's how:

  1. 1 Log in to QuickBooks Online at quickbooks.intuit.com
  2. 2 Click the gear icon (Settings) in the top-right corner
  3. 3 Go to Manage Users, then click the Accounting Firms tab
  4. 4 Click Invite and enter Christine's firm ID:
9341455138425731
  1. 5 Click Send — Christine will receive the invitation and can accept it before your call

No worries if you'd rather do this on the call — Christine can walk you through it in just a minute or two.

Documents
Uploading documents is completely optional at this stage — it just helps me come prepared. Share whatever you have handy. You can always email anything later.
Recent Bank Statements (optional)
Upload bank statements
or click to browse · PDF, CSV, or Excel
Most Recent Tax Return (optional)
Upload prior tax return
or click to browse · PDF only · Business returns only
Anything Else (optional)
Any other relevant documents
or click to browse · Any format welcome
Almost there!
Let Christine know the best way to reach you, then submit your form.
Preferred Contact Method
Best Time to Reach You

Already have a call scheduled? Let Christine know.

By submitting this form you confirm that the information provided is accurate to the best of your knowledge. This form is not a contract and does not create an engagement — it simply helps Christine prepare for your consultation.