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 firstname.lastname@example.org. We check this email account daily.
Street Address Line 2
State / Province
Postal / Zip Code
Please enter a valid phone number.
Business Website (if applicable)
Instagram Handle (if applicable)
Facebook Handle (if applicable)
LinkedIn Handle (if applicable)
General Business Information
What industry is your business in?
Hair Salon/Barber Shop
Real Estate/Property Management
Briefly describe the products/services your business offers.
What is the legal entity of your business
Limited Liability Corporation (LLC)
Multi-Member Limited Liability Company
Please provide the name of each company owner and percentage of ownership.
example: John Doe - 50% and Jane Doe - 50%
What is your business start date? (month/year)
an estimate is okay
What is your annual revenue?
$1 Million +
Do you own any additional businesses? If yes, please provide the name and description of each additional business.
Bank/Other Payment Account Details
Please indicate how many of each bank account type you have in the name of the business? If none, put 0.
Please indicate how many credit cards and/or loans you have in the name of the business? If none, put 0.
Please select which payment accounts you utilize for the business? Select all that apply
None of the above
If you use a POS system, please provide the name of the company and/or software that you use.
Example: Clover, Toast
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?
How many employees do you have (paid via payroll)?
If you do not currently have employees do you have plans to hire in the future?
Yes, I plan to hire an employee within 6 months
Yes, I plan to hire an employee within 1 year
No, I do not plan to hire employees
N/A - I already have employees
What payroll provider/software do you use? (if applicable)
ADP Workforce Now
ADP Total Source
How often do you run payroll? (if applicable)
How many 1099 contractors do you have?
Do you have a process in place to collect W-9 forms from your contractors?
How often do you pay contractors? (if applicable)
Do you have a tax professional/advisor or do you file your taxes on your own?
Yes, I have a tax professional/advisor
No, I file my taxes on my 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?
Yes and I have a system in place to collect sales tax
Yes but I do not have a system in place to collect sales tax
No, I do not have to collect sales tax
What software do you currently use to keep track of your financial data?
Who currently handles the bookkeeping for your business?
What is the average number of financial transactions processed per month?
Helpful Tip: Most bank statements show the total number of transactions that took place in that month. Take a look at your last 3 bank statements to calculate your average.
Please briefly describe what motivated you to schedule this bookkeeping consultation?
Please select which type of support you are looking for? (select all that apply)
QuickBooks Online Account Setup
Accounts Payable (pay company bills)
Accounts Receivables (send invoices to customers)
Please provide any additional information that would be helpful to know ahead of our consultation call.
Bookkeeping Consultation Summary
What motivated you to start your business?
Bank Accounts, Credit Cards, Loans, Other Payment Accounts, POS Systems
Employees/Contractors, Payroll System
Current Bookkeeping State
Desired Bookkeeping State
Proposed Service/Next Steps
Thank you for completing this questionnaire. Once you hit submit you will be redirected to our calendar to book your free 30-minute consultation. If you are not redirected automatically, you can access our calendar directly by going to bit.ly/ebeconsult
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