Accounting Questionnaire
                                                       AcTech Cloud LLC - Your Cloud Accountants

                      Please fill out this form and submit it to us, so that we can better assess your needs.
                                                Please return it via the submit button at the bottom.
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Email *
Your name and title *
Your phone number *
Company name *
Company mailing address *
City *
State *
Zip Code *
Company website
What is your form of business? *
Do you have partners or shareholders? Who are they? *
Industry & Principal Product/Service *
How long have you been in business? *
What are the beginning and ending dates for your company's fiscal year? *
How do you want to track your books? *
Are your business tax returns current? *
What is the last year taxes were filed for? *
Assets and Liabilities matches last filed tax return (Schedule L) *
Capital Accounts and Retained Earnings match Schedule K, M-1, M-2 on last filed tax return *
How many business accounts do you have?
Column 1
Business checking
Business savings
Business Money Market
Business Credit Card
Business Debit Card
Clear selection
With which institutions do you have your business accounts? *
Do you use business online banking? *
Do you keep your personal expenses separate from your business accounts? *
Do you have business bank loans? If so, with which institution and are there any covenants? *
Do you have equipment leases? *
Do you have car leases? *
Do you track or want to track income and expenses by a specific segment/location/division of your business? If so, what tracking categories?
Do you track or want to track all direct expenses related to a customer or project?
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Last completed financial statements date *
Do you have your bank reconcilations for the last month that have been done? *
Books Closed? *
Describe your company's accounting system. Do you use a computerized platform (like QuickBooks Desktop, QuickBooks Online, Xero, Excel, or any other apps (for example, Point of Sales - please list all of them), manual ledgers? *
What is the cost of ALL the technologies you are currently using internally for your accounting/payroll needs?  Do you feel you are getting the most return for that investment? *
What are your streams of revenue? *
Do you use any apps for your revenue transactions and how is your revenue getting recorded into your accounting system?  
What is your annual sales turnover of your company? *
Do you invoice your customers? If so, how do you prepare your invoices and on average, how many per month? *
Do you collect sales tax? If so, which states and do you file sales tax monthly, quarterly or annually and are you up to date? *
If not, what type of activities are you engage in in which you are not sure whether or not you should be collecting sales tax? *
Do you pay sales commissions (based on volume, profit and/or other)? *
Do you pay any other performance bonuses based on financial results? *
What are your current assets? *
Do you have inventory? If so, how do you manage or track it? *
How do you pay your bills?
Column 1
Manual checks
Printed checks
Online bill pay
Credit Card
Debit Card
Clear selection
Who is in charge of paying bills and making deposits? *
On average, how many bills you pay per month? *
How do you manage/organize supported documentation that give rise to the transactions? *
Do you have employees and/or subcontractors? If so, how many of each: salaried vs hourly? How do you keep track of their time? *
What payroll system do you use *
Does your company have written policies and procedures? *
If so, can you provide a copy?
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Have you worked with other accounting professionals in the past? Who?
If so, what kind of work have they done? *
What did you like from those previous professional services? *
What did you dislike? *
How often do you expect to have a conversation with your accountant? *
How fast do you expect a call back or e-mail response from your accountant? *
How often do you need to review financial reports (and feel a high level of confidence that the numbers are as accurate as possible including bank and credit card accounts reconciled, customer and vendor balances accurate, and/or inventory valuation is accurate)? *
Do you have a Budget? If so, how often do you monitor Actual vs. Budget Reports? *
Do you expect your accountant to be available to engage with conversations with 3rd parties such as Tax Preparers, Investors, Bankers/Lenders, Vendors, Customer, and/or Government entities and/or prepare special reports or provide written explanations or affirmations of your financial reports? *
How do you envision your perfect accountant? *
How many hours per week do you estimate the work will take? *
What are your goals for your business in the next six (6) months? For example: increasing no. of customers or market share; increasing revenue per customer (increasing prices or cross-selling more products/services); increasing the number of employees or increasing the effectiveness of current employees without hiring new ones and/or promote certain key employees to take a leadership role; improving the quality of the products or services / improve the brand recognition through quality. *
What are your goals for your business in the next five (5) years? For example: have access to credit from banks or major suppliers and increase the value of the business for selling it or bring investors. *
Please include any other information about your specific needs that will help us better understand your business.
Date *
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