The only info I need to start

Are you booking for personal or business?

What’s your #1 goal for the next 30 days?

What’s the biggest issue right now?

• cash flow

• overspending

• debt pressure

• missed bills

• tracking is messy

How many accounts are involved?

• 1–2

• 3–4

• 5+

What are you using today?

• nothing

• spreadsheet

• app

• QuickBooks

Any urgent deadline in the next 14 days?

• no

• yes (optional details)