Potential Client Questionnaire

Potential Client Questionnaire
Name*

First NameLast Name
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
Please choose which one do you want to be contacted by*

PhoneEmailDoes not matterOther
Business Information
Business Name *
Business Website*
Business Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
How long have you been in business?*
What is your entity type: (Check One)

Sole-ProprietorLLC CorporationLLC- Single MemberS CorpLLC PartnershipPartnershipCorporation
Do you file sales tax?*
What core services do you offer?*
Do you have any pain points right now?*
List any specific problems in your business in relation to bookkeeping.
Social Media Handles
Facebook:*
How can your business be found on Facebook?
Instagram:*
How can your business be found on Instagram?
Other Handles:*
Where else can your business be found on the internet? If none, put N/A
Financial Information
What are your financial goals for your business in the next 90 days?*
What accounting software do you use?*
What is your current monthly income?*
How many bank accounts do you have?*
Do you use credit cards for your business?*

YESNO
How do you organize receipts?*
What payment system do you use to process payments?*
Samcart, Quickbooks, Honeybook, etc.....
Payroll
Do you have employees (if so, how many)?*
If none, put N/A
How do you perform payroll?*
Electronically or Manually
Taxes
Do you have an accountant? Or someone that handles your tax filing?*

YesNo
Do you pay your taxes quarterly or year end ?*
Accounts Payable / Accounts Receivable
Do you need assistance with paying your bills? *
Vendor Bill Pay, Collecting W-9s
Do you need assistance with receiving payments? *
Invoicing for Clients and Services Track Outstanding Invoices
General Information
Tell me what you're looking for in a bookkeeper?*
Do you think of a bookkeeper as a valuable team member in your business? If so, tell me how.*
What other assistance are you needing with your business? Is there any additional information we need to know?*
How did you hear about me and my bookkeeping services?*
Do you know anyone else who can benefit from this service?*
Do you need clean up work?

Yes, my books are a mess!No
The investment to begin services with me starts at $697/month. Are you ready to start working with me?*

Yes, I'm ready!No, I'm not ready just yet.No, I'm not interested.
Which service/services are you interested in?

Essentials Signature ServiceDeluxe Signature ServiceBookkeeping CleanupBookkeeping Catch UpDIY Bookkeeping IntensiveOther
Please verify that you are human*
Should be Empty:

Potential Client Questionnaire

Business Information

Social Media Handles

Financial Information

Payroll

Taxes

Accounts Payable / Accounts Receivable

General Information