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!
Email address *
What type of business entity are you? *
What do you do in your business? (what is your industry/profession) *
Your answer
Do you currently have a bookkeeper? *
What services are you looking for? *
Required
How many bank accounts and credit cards do you have that need to be reconciled each month? *
Required
On average, how many transactions take place in your business accounts each month. *
Required
Do you currently have an Accountant/CPA? *
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? *
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? *
Are you keeping business and personal transactions in separate accounts? (banking/credit card) *
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
Submit
Never submit passwords through Google Forms.
reCAPTCHA
This form was created inside of Creative Ledger Bookkeeping. Report Abuse - Terms of Service