Bookkeeping Pro Services On-boarding Questionnaire
Please fill out all data that is applicable.
Email address *
Your answer
Name (First and Last)
Your answer
Your Business Name *
Your answer
Company Mailing Address
Your answer
Company Phone Number
Your answer
Cell Phone Number *
Your answer
Your Company Website?
Your answer
What is your Business Structure & industry? *
Your answer
Please provide your FEIN (Federal Tax ID#)
Your answer
What size is your business? (number of people) *
Required
What size is your business sales? *
Required
How many transactions do you have monthly? *
Required
How many invoices and bills do you have monthly? *
Your answer
Service Required ( Check all that apply ) *
Required
Are your tax returns current?
How many locations & classes do you have?
Your answer
How many business bank, credit card, PayPal, payment processing do you have?
Your answer
How do you prepare your invoices? (Accounts Receivable) - If Start UP N/A
Your answer
How do you pay your bills? (Accounts Payable) If Start UP N/A
Your answer
Do you have payroll? If so, do you use a service? If Start UP N/A
Your answer
Do you have inventory? If Start UP, do you plan to have inventory?
Your answer
Do you report sales tax?
Your answer
Do you use a bookkeeping software currently? If so, Which one? *
Your answer
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