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 answer
Your Name: *
Your answer
Your Title:
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Phone: *
Your answer
Complete Business Address: *
Your answer
How did you hear about us? *
Your answer
What does your business do?
Your answer
How long have you been in business? *
Your answer
What accounting system are you currently using? *
If you are using QuickBooks Desktop, which version and year?
Your answer
How many accounting files do you have? *
What other software, if any, do you use?
Your answer
Do you engage in E-commerce? If so, what platforms do you use? (Amazon, etc.)
Your answer
Do you track Inventory?
If yes, how are you tracking inventory?
Your answer
How do you manage Accounts Receivable?
Your answer
How do you manage Accounts Payable?
Your answer
Who manages the bookkeeping?
Your answer
How many employees do you have?
Your answer
How do you process payroll? How often?
Your answer
Do you pay 1099 vendors (contractors)? If so, how many?
Your answer
Are you paying yourself regularly? How are you paying yourself? Would you like to see this improve?
Your answer
Do you have partners or investors?
Your answer
What is your current gross revenue?
Your answer
What is your understanding of your profit margins at this time?
Your answer
Are you required to file Sales Tax? How often and in what states?
Your answer
Name and phone number of CPA
Your answer
When we wave our magic wand, what is the biggest business monster you would like us to make disappear?
Your answer
In your perfect world, how will your business look in 1 year? In 5 years?
Your answer
Anything else we need to know?
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