• Bookkeeping Consultation Questionnaire

    Thank you for your interest in doing a FREE consultation with Ecclesiastes Business Enterprise, LLC. Please complete the following questionnaire to help us better understand your bookkeeping needs and how we can best serve you. Once you hit submit you will be redirected to our calendar to schedule your free 30-minute consultation. If you have any issues with this form, please email us at info@eccbusinessenterprise.com.
  • Contact Information

  • Format: (000) 000-0000.
  • General Business Information

  • What industry is your business in?*
  • Bank/Other Payment Account Details

  • Please select which payment accounts you utilize for the business? Select all that apply*
  • Have you ever used your personal bank account or credit cards to either collect money or pay expenses for business-related matters that need to be accounted for?*
  • Employees/Contractors

  • What payroll provider/software do you use? (if applicable)*
  • How often do you run payroll? (if applicable)*
  • Do you have a process in place to collect W-9 forms from your contractors?*
  • How often do you pay contractors? (if applicable)*
  • Taxes

  • Do you have a tax professional/advisor or do you file your taxes on your own?*
  • What is the most recent tax year that has been filed for your business?*
  • Do you have to file quarterly estimated payments?*
  • Is your business required to collect sales tax?*
  • Bookkeeping Details

  • What software do you currently use to keep track of your financial data?*
  • Please select which type of support you are looking for? (select all that apply)*
  • How did you hear about Ecclesiastes Business Enterprise, LLC?*
  • Bookkeeping Consultation Summary

  • Should be Empty: