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New Client Questionnaire
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* Indicates required question
Name
*
Your answer
Phone
*
Your answer
Email Address
*
Your answer
Do you have a bookkeeper already?
*
Yes
No
What are you looking for in a bookkeeper?
*
Everything, I just want to see reports at the end of the month!!
I will enter my own invoicing and paying bills and receiving banking transactions. I just need you to reconcile my accounts and help me with little issues as they arise.
Somewhere in between!
Do you use QBO or other software or methods?
*
Yes
No
Other
Do you have employees?
*
Yes
No
Other:
Do you offer services or products or both?
*
Products
Service
Both
Do you carry inventory?
*
Yes
No
Do you file sales tax?
*
Yes
No
Do you invoice or do you get paid immediately?
*
Yes
No
Some of both
Are there any questions or concerns you would want to discuss?
Your answer
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