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
Name
*
Your answer
Email
Your answer
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/title)
*
Your answer
Do you currently have a bookkeeper?
*
Yes
No
What services are you looking for? (select all that apply)
*
On going bookkeeping
New or better accounting software
Clean up work for previous months/years (please leave details in comments at the end of questionnaire)
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
What frequency of bookkeeping are you in need of?
*
Weekly
Bi-Weekly
Monthly
Quarterly
Quarterly Review and Advisory Only
Semi-Anually
Annual Review and Advisory Only
Not sure - Need help deciding this!
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
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/paypal)
*
Yes, always.
Yes, most the time.
Sometimes
Never
What is your budget for bookkeeping? (per month or per year)
Your answer
Do you have any questions or comments for me?
Your answer
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