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Initial Consultation Business Questionnaire
To help us prepare and better understand you and your Business needs please complete the questionnaire before our meeting.
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* Indicates required question
Email
*
Your email
What is the name of your Business?
*
Your answer
What is the legal address of your Business?
*
Your answer
Business Entity Type
*
Choose
Non Profit (990) W2, *Reasonable Salary
Sole Proprietor (1040 Schedule C, Self Employment Tax) Draws *Net Income Tax
Single Member LLC (1040 Schedule C, Self Employment Tax) Draws *Net Income Tax
Multi-member LLC (1065, K-1, Self Employment Tax) Guaranteed Payments, Distribution of Profit
C Corporation (1120, W2, K-1) W2 or Dividends
S Corporation (1120 S W2, K-1) W2, Distribution of Profit *Reasonable Salary
Other/None
What industry is your Business in?
*
Choose
Retail
Wholesale
Construction
Service
Property Management or Real Estate
Hospitality
Other
What is your mission statement?
*
Your answer
What is your business model?
*
Your answer
What are your company's critical success factors: Key Predictive Indicators? (
INFO LINK
) If you have not established your KPIs, we can help. Leave this blank.
*
Your answer
What are the biggest opportunities in your business?
*
Your answer
What are the biggest challenges in your business?
*
Your answer
How do you see us helping you address these challenges and opportunities?
*
Your answer
How will the services we provide add value to your business?
Your answer
What do you expect from your bookkeeping-accounting professional?
*
Your answer
How do you define a successful relationship with your bookkeeper-accountant?
*
Your answer
Have you reviewed our Website?
*
Yes,
https://www.bookkeepingbusinessonline.com
No, I would like to review it together
Required
Which of our firm's offerings is of the highest value to you?
*
Your answer
Do you have employees or 1099 Contractors?
*
Yes
No
Do you pay sales tax, payroll taxes, income taxes or any other atypical taxes?
*
Yes
No
Do you conduct business in more than one state?
*
Yes
No
How many bank accounts and credit cards do you have?
*
Your answer
Do you have inventory?
*
Yes
No
Do you use other connected business apps
*
Yes
No
Do you have a significant Liability Register
*
Yes
No
Do you have a significant Portfolio of Assets? If so, how do you track?
*
Your answer
Do you have a CPA, Lawyer, Registered Agent or Financial Advisor?
*
Yes
No
All of the Above
None of the Above
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