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?

What services do you require? (Check all that apply)

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:

How often so you invoice customers?

Do you provide estimates?

How do you bill customers/clients?

How do you track inventory?

What apps or programs do you use to help your business function?

What is your business entity?

How did you find me?