Bookkeeping Questionnaire

Bookkeeping Questionnaire

All information is kept in strict confidence
Business Infomration
Full Name*

First NameLast Name
E-mail*
Business*

Business Name

Industry

CityState

Zip Code
What is your primary business activity?
What type of entity? (Sole Proprietor, LLC, etc.?*
How long have you been in business?
Do you currently have a CPA or Tax Preparer?
Do you feel like you know where your business currently stands financially?
How many employees do you have?*

No employees12-55+
Current Bookkeeping System
Who is currently doing your bookkeeping?*
What process, system, and/or software do you currently use to enter information (record sales and invoices, pay your bills etc.,) into your bookkeeping system?*
How many business bank accounts do you have?*
Looking at your bank statement, how many transactions do you average a month?*
When was the last date your bank accounts were reconciled?
How many business credit cards do you have?*
Looking at your credit card statement, how many transactions do you average a month?*
When was the last date your credit card accounts were reconciled?
Do you track inventory?*

YesNo
Do you collect and remit sales tax?*

YesNo
Do you need clean up or catch up work done?*
What is your biggest issue or problem with your current system?*
The rest of the questions are optional but they help me understand your business better.
What part do you dislike doing the most or believe you spend too much time on?
What obstacles or challenges are you facing with your current bookkeeping system?
Ideal Bookkeeping System
In your ideal world, how would your bookkeeping system work? Would you do it all manually or semi-automated, or not at all?
What about your business keeps you up at night?
What information (besides for tax purposes) do you want to track or get out of your bookkeeping system?
Where do you see your business in 3 months, 6 months, and a year? Are you looking to expand and grow?
Is there any other information you feel is relevant for developing a bookkeeping system that works for you?
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Bookkeeping Questionnaire

Business Infomration

Current Bookkeeping System

Ideal Bookkeeping System