Mountain Bookkeeping & Tax Solutions | Bailey, CO

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Services
About
Client Resources
- FAQ
- BLOG
Contact Us

Lead Qualification Questionnaire

Mountain Bookkeeping & Tax Solutions

Thank you for your interest in our services! Please complete this brief questionnaire so we can better understand your needs and determine how we can best serve you.

Book a Meeting

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Business Information

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Business Name & Type

What is your business name?

What type of business entity are you? (LLC, Corporation, Partnership, Sole Proprietorship, Other)

What industry/field are you in?

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Business Stage & Size

How long have you been in business?

What is your approximate annual revenue?

How many employees do you have?

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Current Financial Management

Do you currently have a bookkeeper or accountant? (If yes, why are you considering a change?)

What accounting software do you use, if any?

How do you currently handle your bookkeeping? (DIY, part-time help, full-service provider)

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Service Needs Assessment

Primary Services Needed (Check all that apply)

Monthly bookkeeping

Tax preparation (business)

Tax preparation (personal)

Tax planning & strategy

Payroll services

Financial advisory/consulting

Business consulting

HR consulting

Short-term rental bookkeeping

Other:

Current Pain Points (Check all that apply)

Behind on bookkeeping

Tax compliance issues

Cash flow management

Payroll complications

Financial reporting needs

IRS/state tax issues

Lack of financial visibility

Time constraints

Other

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Urgency & Timeline

When do you need services to begin?

Do you have any upcoming deadlines we should know about?

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Investment & Expectations

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Budget Considerations

What is your monthly budget range for bookkeeping/accounting services?

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Service Expectations

How often do you want financial reports? (Monthly, quarterly, annually)

What level of communication do you prefer? (Email, phone, portal messages)

Do you need same-day responses, or is 24-hour response time acceptable?

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Contact & Next Steps

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Contact Information

Name:

Email:

Phone:

Preferred contact method:

Best time to reach you:

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Additional Information

Is there anything else about your business or needs we should know?

What questions do you have about our services?

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Next Steps: Upon receiving your completed questionnaire, we will:

Review your responses within 24 hours
Schedule a complimentary 30-minute consultation if we're a good fit
Provide you with a customized service proposal
Answer any questions about our processes and approach

Thank you for considering Mountain Bookkeeping & Tax Solutions. We look forward to potentially partnering with you!

Thank you for contacting us.
We will get back to you as soon as possible.

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Current clients, please use this link to schedule a meeting.

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111 Elk Lane Bailey, CO 80421

Contact Info

Email: ginny@mtnbookkeepingllc.com

Phone: (720) 797-9300

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