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Summit Dynamics Bookkeeping

Welcome to Your Self-Guided Consult!

Running a business is tough—managing your finances shouldn’t be. This quick consult will help us understand your needs so we can offer the best bookkeeping solutions for you.

✅ It takes just a few minutes to complete
✅ No commitments—just insights to help you move forward
✅ Get clarity on how bookkeeping can save you time & money

Let’s get started! Click NEXT to begin.

Your Contact Info (part 1 of 5)

First Name *

Last Name *

Position

Email *

Phone *

I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from Summit Dynamics Bookkeeping. You can reply STOP to unsubscribe at any time.

Business Info (part 2 of 5)

Business *

Describe the business

Address

Street Address *

City

State

Postal code

Goals & Challenges (part 3 of 5)

What are your top business and financial goals?

What challenges are preventing you from reaching these goals?

What made you start looking for a bookkeeper? (Select all that apply)

I don’t have time to keep up with bookkeeping

I’m not confident my books are accurate

I want better financial insights to grow my business

I need help preparing for tax season

Other (please specify below)

Other reason(s) for looking for a bookkeeper:

How much time do you currently spend on bookkeeping each month?

If you had that time back, how would you use it to grow your business?

Current Financial Processes (part 4 of 5)

How many financial accounts do you have? (Include bank accounts, credit cards, and loans)

Do you process payroll? If so, what system do you use?

How do you receive payments from customers? (Select all that apply)

Credit Cards

Invoices

Checks

Cash

Other (please specify below)

Other ways you receive payments:

How do you pay your business expenses? (Select all that apply)

Manually writing checks

Through QuickBooks or another accounting system

Online bill payments

Other (please specify below)

Other ways you pay expenses:

Do you carry inventory?

Yes

No

Do you collect and remit sales tax?

Yes

No

Next Steps (part 5 of 5)

Would you be open to granting temporary access to your QuickBooks for a more accurate pricing estimate?

Yes, I can send an invite

I’d like to discuss this first

I don’t use QuickBooks

Sign into QuickBooks Online as a primary admin.
Select Settings ⚙, then select Manage users.
Select the Accountants or Accounting firms tab.
Enter email address [email protected], then select Invite.

See QuickBooks tutorial for more information.

Once we provide a proposal, would you be ready to move forward if everything looks good?

Yes, I’m ready to get started

I need to review and discuss further

Not sure yet

NEXT

Rather book some time to meet? Schedule now.

Call or Text (207) 387-7718

© 2026 Summit Dynamics Bookkeeping. All Rights Reserved.

Privacy Policy | Terms & Condition

Call or Text (207) 387-7718

© 2026 Summit Dynamics Bookkeeping. All Rights Reserved.

Privacy Policy | Terms & Condition