TZK Bookkeeping Solution Questionnaire
Tell us about your operation
Business Name
*
Owner's Legal Name
*
First Name
Last Name
Contact Email
*
example@example.com
Business Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Business Website
Phone Number
*
-
Area Code
Phone Number
How long have you been in business?
*
0-5 years
5-10 years
10 or more
please select
Do you have a budget for bookkeeping and accounting services?
*
Yes, fully funded
No, not yet
Yes, but modest
please select
Do you sell products, services or both?
*
Products
Services
Both
Do you have an active QuickBooks Subscription?
*
Yes
No
If Yes, which one
QuickBooks Online Plus
QuickBooks Online Advanced
QuickBooks Online Simple Start
QuickBooks Self Employed
QuickBooks Desktop
Please select
If No, how do you track financials?
*
Spreadsheets
Bank Statements
Accounting Software (other than QB)
Payment Applications (paypal, stripe, zelle, etc)
Other
Do you have an EIN?
*
Yes
No
Please select
Business Insurance?
*
Yes
No
Please select
Business Bank Account(s)?
*
Yes
No
Please select
How many business bank accounts?
*
1
2
3
4
5
6
7
8
9
10
Please select
Online Banking set up?
*
Yes
No
Please select
Last year you've filed taxes?
*
Please select
Do you have a line of credit for your business?
*
Yes
No
Please select
Do you have grants?
*
Yes
No
Please select
Do you have W-2 Employees?
*
1
2
3
4
5 or more
Please select
Do you have 1099 contractors?
*
Yes
No
Please select
How do you store your business files?
*
Electronically
Hard Copy
Both
Please select
What are the top 3 challenges you’re facing in business?
*
Please describe in detail
I need support with...
*
Invoicing
Reports
Receipt organizing
Paying bills on time
Identifying trends
Financial modeling
Time for questions
Expense Tracking
E-commerce sales tracking
Clean up and catch up on your books
Other
How did you hear about us?
Please attach any supporting documents.
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