top of page

Free 15-Minute Clarity Call Inquiry

Thank you for your interest in Her Ledger Co.


This short form will help me learn more about your business and what kind of financial support you may need.


The free 15-minute clarity call is an introductory conversation. It is not a full bookkeeping review, financial analysis, or tax consultation. After reviewing your responses, I’ll follow up with next steps.

Section 1: Contact Information
Preferred Method of Contact
Email
Text
Phone Call
Section 2: About Your Business
What type of business do you own or operate?
Beauty / Salon / Barber / Esthetics
Wellness / Fitness / Coaching
Creative Services
Retail / Product-Based Business
Consulting / Professional Services
Nonprofit
Other
How long have you been in business?
Just starting
Less than 1 year
1–3 years
3–5 years
5+ years
What is your business structure?
Sole proprietor
Single-member LLC
Partnership
S-Corp
Corporation
Not sure
Section 3: Where You’d Like More Clarity
What areas are you interested in receiving support with?
Do you currently track your business income and expenses?
Yes, consistently
Sometimes
No
I need help setting this up
What system do you currently use?
QuickBooks
Excel / Google Sheets
Bank statements only
Paper receipts
Square / Stripe / PayPal reports
I don’t have a system yet
Other
Section 4: Session Interest
What are you interested in?
Free 15-Minute Clarity Call
Money Clarity Session
Monthly Bookkeeping Support
Pricing + Profit Review
Tax-Ready Books Review
Not sure yet
Would you prefer to meet virtually or in person, if available?
Virtual
In person
Either is fine
Section 5: Final Details
How did you hear about Her Ledger Co.?
Instagram
Referral
Business card
Website
Event / Pop-up
Other
bottom of page