Bookkeeping Needs Assessment [Form]
Thank you for scheduling with me! I am excited for our consultation. To get the most out of our time together, please answer the following questions prior to our meeting.
Email address *
Name of Business *
Your Name: *
Your Title:
Phone: *
Complete Mailing Address: *
How did you hear about us? *
What does your business do?
How long have you been in business? *
Name and phone number of CPA
If you are using QuickBooks Desktop, which version and year?
How many accounting files do you have? *
What accounting system are you currently using? *
Who manages the bookkeeping? How much do you currently pay for this service? *
What other software, if any, do you use? *
Do you engage in E-commerce? If so, what platforms do you use? (Amazon, etc.)
Do you track Inventory?
Clear selection
If yes, how are you tracking inventory?
How do you manage Accounts Receivable?
How do you manage Accounts Payable?
Are you required to file Sales Tax? How often and in what states?
Do you have partners or investors?
How many employees do you have?
How do you process payroll? How often?
Do you pay 1099 vendors (contractors)? If so, how many?
What is your company's mission statement?
Are you paying yourself regularly? How are you paying yourself? Would you like to see this improve?
What is your current gross revenue?
What is your understanding of your profit margins at this time?
When we wave our magic wand, what is the biggest business monster you would like us to make disappear?
In your perfect world, how will your business look in 1 year? In 5 years?
We are here to help you avoid pitfalls in your business. To get you where you need to go, it helps to know where you've been. So if you don't mind sharing, what has been your costliest business mistake? How much did that cost you? (If you don't know, that is fine! Your first piece of homework is to consider that carefully prior to our meeting.)
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