The application

Ten questions, about two minutes. This is how we figure out — before anyone’s on a call — whether your business is one we can actually help.

Name, company, email, phone.

What does your business sell, and who buys it?

Which QuickBooks Desktop do you run, and how long have you been on it?

Roughly, annual revenue? Under $2M $2M–$10M $10M–$50M Over $50M

What’s the hardest customer or sales question you can’t answer today?

When you need a number like that now, what happens?

Who runs reporting today?

Besides QuickBooks, where else does your business keep data you wish you could get at more easily?

A CRM, a quoting tool, an e-commerce platform, a spreadsheet somebody guards. Anything that can produce a file.

The first step is a $950 build, credited in full toward your setup. If the call goes well, are you ready for that? Yes I’d want to hear more No

If this works, when would you want it running? As soon as possible This quarter This year Just curious