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Years in Business
Under 1 yr
1–3 yrs
3–5 yrs
Over 5 yrs
Annual Revenue
Under $100K
$100–$250K
$250–$500K
$500K–$1M
$1M+
Services Interested In
Bookkeeping
Accounting Oversight
Payroll
A/R + Bill Pay
Tax Services (add-on only)
Current Bookkeeper/Accountant?
Yes – Bookkeeper
Yes – Accountant
No
Bookkeeping Software
QBO
Desktop
Xero
Wave
None
Financial System Status
Messy
Up-to-date but unclear
Organized
Just getting started
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