Smart Book Business Solutions dba Keep Smart Books Intake Questionnaire
Thank you for your interest in Smart Book Business Solutions. Please fill out this form so we can gather some information about your business and determine if we are a good fit for you. Someone from our office will reach out to you shortly. Thank you!
Name
*
First Name
Last Name
Email
*
example@example.com
Number of Entities
Please Select
1
2
3
4
Business Name
*
Entity Type
*
Sole Proprietor
LLC Single Member
LLC Multi Member
Partnership
S corp
C corp
Non-Profit
What Year Was Your Business Formed?
*
If this business is a partnership, please list all owners' names and ownership percentage:
Business Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Business Phone Number
*
-
Area Code
Phone Number
Tell me about your business. What do you sell or who do you serve? What do you specialize in? Who or where is your target market? Do you have any employees?
*
What was your last years' gross revenue?
*
What was your last years' expenses?
*
Which accounting platform do you use?
*
QuickBooks Desktop
QuickBooks Online
Xero
Wave
Sage or NetSuite
Other
Back
Next
Do you follow Profit First Accounting?
Yes
No
No, but I'm interested in learning more
Tell me about your current bookkeeping situation. Do your books need to be updated? If so, when was the last time your accounts were reconciled?
*
Do you have a CPA that files your tax return and offers tax advice?
*
Yes
No
Other
What services are you interested in? Choose all that apply
*
Bookkeeping
Reconciliations
Accounting/Financial Reporting
CFO Services (budgeting/cash flow forecasting)
Hiring Assistance
Organization/Productivity Management
Profitability Assistance
Sales Tax
Inventory Management
Profit First Consulting
Other
Who can we thank for referring you?
*
Where would you rate yourself?
*
Rows
Don't Agree
Somewhat Agree
Totally Agree
Off the Charts Agree
I am organized
I am responsive
I am Growth-Minded
I am financially literate
I am trusting of others
I am honest and appreciates honesty
I do what I love in biz and am okay hiring experts to help with the rest
I want to learn more about my financials
What % of growth are you hoping for over the next 2-5 years?
*
Is there anything else you would like me to know?
Newsletter
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