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!
Name *
Email
What type of business entity are you? *
What do you do in your business? (what is your industry/profession/title) *
Do you currently have a bookkeeper? *
What services are you looking for? (select all that apply) *
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
What frequency of bookkeeping are you in need of? *
Required
Do you currently have an Accountant/CPA? *
Are you behind with filing taxes? If so, please explain how far. *
What software are you currently using? *
How is your payroll and/or 1099 currently prepared? *
How do you handle your Accounts Receivable and Payable? (collections and bill pay) *
Are you paying bills on time? *
Are you keeping business and personal transactions in separate accounts? (banking/credit card/paypal) *
What is your budget for bookkeeping? (per month or per year)
Do you have any questions or comments for me?
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