Potential Client Questionnaire
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Email *
Your Name *
Business Name *
What bookkeeping services are you looking for? *
Do you already use, or are you willing to use QuickBooks Online for your bookkeeping? *
What platforms do you sell on? Select all that apply. *
Required
Website or Link to Shop(s) *
Are you AND your business located within the United States? *
Business Formation *
Do you use separate business financial accounts? Meaning, business & personal finances are kept separate, and personal transactions are not run through your business financial accounts. *
Describe any other ways you sell your products/ platforms you use to sell/payment processors you use, etc. *
How quickly do you like to receive responses to your emails? *
How tech savvy are you? *
How quickly do you respond to emails? *
What is your estimated monthly sales? *
Is there anything else I should know about your business or your bookkeeping needs?
Would you like to be added to my email list? I send a bi-weekly newsletter with business, accounting, and tax tips geared toward eCommerce sellers and small business owners. You can unsubscribe at any time. *
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