Pre-Consultation Questionnaire
Please answer the following questions ahead of your first consultation with me. This will help me understand your business and your unique needs for bookkeeping services. Thank you!
* Required
Email address
*
Your email
What type of business entity are you?
*
LLC
Partnership
S Corp
C Corp
Non Profit 501 c3
Other:
What do you do in your business? (what is your industry/profession)
*
Your answer
Do you currently have a bookkeeper?
*
Yes
No
What services are you looking for?
*
On going bookkeeping
New or better accounting software
Clean up work for previous months/years
Set up and/or training in Quickbooks Oniline
Accounts Receivable and/or Accounts Payable
Budgeting and/or Benchmarking
Special Project
Other:
Required
How many bank accounts and credit cards do you have that need to be reconciled each month?
*
1 to 2
3-5
6-10
Other:
Required
On average, how many transactions take place in your business accounts each month.
*
75 or less
75-150
150-400
400-1000
Other:
Required
Do you currently have an Accountant/CPA?
*
Yes
No
Are you behind with filing taxes? If so, please explain how far.
*
Your answer
What software are you currently using?
*
Your answer
Would you consider changing software?
*
Yes
No
How is your payroll and/or 1099 currently prepared?
*
Your answer
How do you handle your Accounts Receivable and Payable? (collections and bill pay)
*
Your answer
Are you paying bills on time?
*
Yes
No
Other:
Are you keeping business and personal transactions in separate accounts? (banking/credit card)
*
Yes, always.
Yes, most the time.
Sometimes
Never
How much time do you spend on bookkeeping?
*
Your answer
What is a problem you are trying to solve in relation to your bookkeeping?
Your answer
What is your budget for bookkeeping? (per month or per year)
Your answer
Do you have any questions for me?
Your answer
Send me a copy of my responses.
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