New client

Let me get to know you!

To allow Ashley Kay Bookkeeping, LLC to optimally serve you, we need a deeper understanding of your business, your brand, and your goals. Please answer the questions below so we can best help your business and start on building our relationship!
Business Questions
Name

First NameLast Name
Business Name
Email
example@example.com
Website
Phone Number

Area CodePhone Number
What type of business are you?
How is business going?
Who has the authority to make decisions? How does management function? Who will be our primary contact person?
How long have you been in business?
How is it going with your current bookkeeper? Why are you looking to change?
How often do you require bookkeeping?

WeeklyBi-weeklyMonthlyQuarterlyEnd of year clean-upOne-time setup
What services do you require? (Check all that apply)

Clean up current booksData entry (income & expenses)Bank and/or credit card reconciliationQuickbooks setupFinancial ReportsProcess 1099'sProcess sales taxReceipt managementPayroll services
Are you up to date on taxes?
How many accounts do you have?
How many credit cards do you have?
When did you last reconcile those accounts?
Do you have any bank loans?
Do you use a vehicle for your business? Do you track miles?
Is your business:

Service basedProduct basedBoth
How often so you invoice customers?
Do you provide estimates?
How do you bill customers/clients?

By the hourBy the jobBoth
How do you track inventory?
What apps or programs do you use to help your business function?
What is your business entity?

Sole ProprietorPartnershipLlcS corpC Corp
How did you find me?
Should be Empty: