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Bookkeeping Questionnaire for New Clients
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Please answer the following questions to the best of your ability:
What is your full legal name? (first & last name)
What is the name of your business?
What type of industry is your business involved in?
Who is the primary decision maker? (provide name)
What is the best contact number for you?
Address of Business:
Select the appropriate type of business you own:
Not For Profit
Tell us about the size of your business (number of people working at your business):
More than 10 employees
Revenue - what size is your business in dollars?
Brand new start up - no sales yet
Under $100,000 per year
$100,000 - $500,000 per year
$501,000 - $1,000,000 per year
Over $1,000,000 per year
How many years have you been in business?
Describe your business for us. What do you do and who is your target market?
How involved are you in your current bookkeeping process?
Would like to be less involved
Would like to be more involved
All my receipts are in a shoebox and I need help
Do you use any bookkeeping software?
If yes to above, which of the following bookkeeping solutions do you use?
Quick Books Online
Quick Books Desktop
Other cloud based system
Other desktop system
None of the above
What kind of bookkeeping services are you looking for?
Planning & strategy
When would you like to start with bookkeeping services?
Are there any other services you're looking for that we can assist you with?
Finally, have you worked with a bookkeeper before?
How did you hear about TAXplan?
If you were referred to us who should we thank?
Send me a copy of my responses.
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