New Client Questionnaire
Thank you for your interest in our services! My Bookkeeper provides QuickBooks consulting and bookkeeping services to small businesses. We want to make sure that you get the best fit for your needs, even if that isn't with us. We have created this questionnaire to collect some basic information that will begin the process of learning more about your business and where we may be able to help you.

We enjoy focusing on close, long-term relationships with our clients, partnering with you on your journey to fulfillment, success and profits. If you are simply looking for basic bookkeeping and data entry services without a deeper strategy focus, we recommend checking out the Find a ProAdvisor page at https://proadvisor.intuit.com/app/accountant/search for a bookkeeper who could be a better fit for your needs.

We look forward to learning more about you and your business. Once you have filled out the questionnaire, one of our team will be in touch within 2 business days.

Thank you for your time and consideration.

Company name: *
Your answer
Type of Company: *
Your answer
Client contact name: (First and Last) *
Your answer
Title: *
Your answer
Telephone: *
Your answer
Email address: *
Your answer
Street Address: *
Your answer
City: *
Your answer
State: *
Your answer
Zip code: *
Your answer
Entity type: *
Accounting method: *
Describe your business. What do you do? Who do you serve? *
Your answer
How many years have you been in business? *
Your answer
What size is your business in people? *
What size is your business in annual sales? *
QuickBooks Software: *
Do you prefer Mac or PC systems? *
Next
Never submit passwords through Google Forms.
This content is neither created nor endorsed by Google. Report Abuse - Terms of Service