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Daniels Business Advisory

Let's See If We're a Good Fit

Looking for cleaner books and more clarity around your numbers? Tell me a little about your business and what you're looking for.

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I work with a limited number of clients so I can provide consistent, high-quality service. Complete the short form below and I'll be in touch to discuss whether Daniels Business Advisory is the right fit for your business.

Basic Info

Business Overview

Which best describes your business?
Real estate investing/rentals
Contractor/construction
Skilled trade
Professional or service-based business
Retail/e-commerce
Other
How long have you been in business?
Just getting started
< 1 year
1 - 3 years
3+ years
What is your approximate annual revenue?
Pre-revenue
Under $100,000
$100,000 - $500,000
$500,000 - $1 million
$1 million - $2 million
$2 million +
Which of the following apply to your business? (Select all that apply)

Bookkeeping Status

What bookkeeping software are you currently using?
QuickBooks Online
None
Other
What best describes your current bookkeeping situation?
I'm fully up to date
I'm a little behind
I'm several months behind
I have no bookkeeping system yet
Do you currently have a bookkeeper?
No
Yes (transitioning)

Expectations

What are you looking for support with? (check all that apply)
How do you prefer to communicate? (check all that apply)
Which statement best aligns with your expectations?
I prefer structured communication and scheduled support
I may need frequent or on-demand communication

Investment

Monthly bookkeeping services typically start at $300 and vary based on transaction volume and complexity. Are you comfortable investing at least $300/month for professional bookkeeping support?
Yes
I'd like more details

Working Style

Which best describes you?
I like things organized and proactive
I'm working on getting more organized
I tend to be reactive / last-minute
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