Bookkeeping Client Questionnaire
Thank you for contacting Providence Bookkeeping & Tax Services LLC. We are eager to provide you with excellent business services. Please fill out the form below so we can get you started.
Email address *
Company Info
What is your name? *
What is your phone number?
What is your company name? *
What is your role with the company? *
What is your company website address?
What industry are you in? *
What product or service does your business provide? *
How many years have you been in business? *
What is your entity type? *
How many owners does your company have? *
How many employees do you have? *
How much revenue did your business generate last calendar year? *
Motivation
We want to know more about your passion and what got you started, why you're still here and what makes you want to quit.
Why did you start your business? *
What do you love most about your business?
What are your least favorite parts of being a business owner?
Your Current Process
We want to understand what brought you to us today and how we can best bring solutions to your business needs.
How involved are you in your current bookkeeping process? *
What, if any, bookkeeping software systems do you use? *
Do you prefer Mac or PC? *
How many accounts does your business have? (bank, credit & loan) *
How do you prepare invoices? *
How do you pay your bills? *
Do you have payroll? *
If yes, how often is payroll run?
Does your business have fixed assets?
Does your business have inventory? *
Does your business report sales tax? *
Have you worked with a bookkeeper before? *
If yes, what were your experiences like - both positive and negative?
How can we help?
Tell us where you've identified areas that you need help with.
What are your bookkeeping needs? *
Required
Does your business need tax preparation services? *
Are tax returns current? *
If yes, what was the last year you filed the business return?
What is your preferred communication style? *
Required
How comfortable are you with using technology? *
Are you open to using virtual options for meetings and training sessions? *
How many hours PER WEEK do you feel your business needs from your next bookkeeping solutions provider? *
What is your monthly budget for services? *
Anything else you want to add about your company or your company's needs?
How did you hear about Providence Bookkeeping & Tax Services LLC? *
Thank you for your time today. Someone from our staff will be in touch with you soon.
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