Accounting & Bookkeeping Fit
Qualify small business owners on turnover, complexity, and current accounting setup before an onboarding call.
6 Questions
pre-built and weighted
2 min to complete
average completion time
HOT / WARM / COLD
routing included
1.4k times used
by Simon Whitfield
What your leads will answer
What is your annual business turnover?
Turnover is the primary scoping factor for accountancy fees
How do you currently manage your accounts?
Current setup reveals pain and switching intent
What is your biggest financial admin challenge?
Pain specificity drives HOT conversion
+ 3 more questions included in the full template.
How scoring works
Business size (35%), accounting pain (40%), urgency (25%). HOT = sole traders and SMEs with active pain.
Great fit
Book a free discovery call
- 30-min call to understand your business
- Clear proposal with fixed monthly pricing
- Switch handled for you — minimal disruption
New client onboarding takes 2–3 days — start now
Fixed fees · No surprises · Cancel with 30 days notice
Potential fit
Get our pricing guide
Not the right time
Download our bookkeeping checklist
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