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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) *
Your answer
What is the name of your business? *
Your answer
What type of industry is your business involved in? *
Your answer
Who is the primary decision maker? (provide name) *
Your answer
What is the best contact number for you? *
Your answer
Address of Business: *
Your answer
Business Info
Select the appropriate type of business you own: *
Tell us about the size of your business (number of people working at your business): *
Revenue - what size is your business in dollars? *
How many years have you been in business? *
Your answer
Describe your business for us. What do you do and who is your target market? *
Your answer
How involved are you in your current bookkeeping process? *
Do you use any bookkeeping software? *
If yes to above, which of the following bookkeeping solutions do you use?
What kind of bookkeeping services are you looking for? *
Required
When would you like to start with bookkeeping services? *
MM
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DD
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YYYY
Are there any other services you're looking for that we can assist you with? *
Your answer
Finally, have you worked with a bookkeeper before? *
How did you hear about TAXplan? *
If you were referred to us who should we thank?
Your answer
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