Sales Qualifying Questions

Company Name

Customer Contact Information

Tell me the history of your company.

How are you currently handling your bookkeeping and financial reporting?

What does your month-end close process look like? How long does it take?

How impactful are your financial reports on your decision making?

What type of business structure do you have, and when was that setup?

Are you currently working with a CPA, and how often do you interact with them?

What is your desired timeline for moving to a service like SBSI?

What are you currently spending on monthly bookkeeping, accounting, and tax prep services combined?

Do you have a budget range in mind for these services.

Additional Notes