ATS Bookkeeping & Advisory Services

Client Discovery

Let's get to know your business

Running a business is hard enough without wondering if your books are right. This short questionnaire helps us understand where you are today so we can support you the right way. It takes about 4–5 minutes — and a real ATS advisor reviews every response.

What happens next: once you submit, our team reviews your answers and reaches out to talk through how we can help. No obligation.

Step 1

About you & your business

So we know who we're talking to.

Your name *

Please enter your name.

Business name *

Please enter your business name.

Contact email *

Please enter a valid email.

Contact phone *

Please enter a phone number.

Website (optional)

Years in business

Business type *

Please choose your business type.

Industry *

Please select your industry.

How did you hear about us? *

Please let us know how you found us.

Step 2

Your accounting today

A quick picture of how things work right now.

What accounting software do you use? *

QuickBooks Online Xero None yet Other

Please choose one.

Are your books up to date? *

Yes, current No, behind / not sure

Please choose one.

Briefly, what does your business do? *

A sentence or two is plenty.

Please add a short description.

What's your biggest accounting or finance headache right now? (optional)

Step 3

What you're looking for

Pick everything that applies.

Which services are you interested in? *

Monthly Bookkeeping Support Clean-up Service catch up / fix past books CFO Advisory Service Tax Advisory Service Tax Preparation Services Payroll Services Inventory Management Other

Please choose at least one.

How do you handle accounts receivable? (optional)

How do you handle accounts payable? (optional)

Anything special we should know? (optional)

Step 4

A few sizing questions

This helps us match you to the right level of support. Estimates are fine.

Roughly how many financial transactions do you have per month? *

A "transaction" = any money in or out: sales, bills, payments, transfers. A rough range is fine.

Please choose a range.

How often would you like to meet with your advisor? (optional)

Quarterly Monthly Bi-weekly Weekly + strategy

What monthly budget do you have in mind for accounting support? *

This just helps us tailor the conversation — there's no wrong answer.

Please choose a range.

Almost done

Review your answers

Take a quick look, then send it our way.

By submitting, you agree that ATS may contact you about your enquiry. We'll never share your information.

Thank you!

We've received your questionnaire. Our team is reviewing your responses and we'll reach out to you shortly to talk through how ATS can best support your business.

In the meantime, feel free to reach us at info@atsinvgrp.com or (571) 307-4455.