Templates/Money
Free quiz template for bookkeepers
Checks receipts, invoicing, reconciliation and deadlines, to find prospects who need a bookkeeper.
13 questions · about 2 min · English
Sole traders and small business owners. Every taker gets a score by area and a personal report written for them; you get their email, their score and a short brief on what they need.
Try it. Tidy Books is made up; the quiz and the report are real.
For accountants
About 2 min
How healthy are your business finances?
Take it
For financial advisers
About 2 min
How ready are you for retirement?
Take it
For pricing and business consultants
About 2 min
Are you charging what you are worth?
Take it