New Bookkeeping Client Pre-Consultation Questionnaire
Please provide the following information to help us prepare for our consultation call and understand your business needs better.
Sign in to Google to save your progress. Learn more
1. Business Legal Name
2. Primary Contact Person (Name and Title)
3. Primary Contact Email Address
4. Primary Contact Phone Number
5. What is your business entity type?
Clear selection
6. If you selected 'Other' for entity type, please specify:
7. How long has your business been operational?
8. What industry is your business in?
9. Approximately, what is your average monthly transaction volume (e.g., total entries from bank/credit card statements)?
Clear selection
10. What accounting software do you currently use (if any)?
Clear selection
11. What specific bookkeeping services are you primarily interested in?
12. On a scale of 1 to 10, how organized are your current financial records?
Very Disorganized/Non-existent
Highly Organized/Audit-ready
Clear selection
13. Please describe the biggest challenge you are currently facing with your business finances or bookkeeping.
14. How did you hear about us?
Clear selection
15. Please indicate your desired budget.
Submit
Clear form
Never submit passwords through Google Forms.
This form was created inside of Chamberlain and Good Company, LLC.

Does this form look suspicious? Report

Google Forms