PDF Form

Disclosures

VP Bookkeepers strives to ensure the protection of your private information through responsible practices. Since we collect information about your business by the means of this form, we feel it's important you understand how we collect, use, and protect this information.

VP Bookeepers uses the information you provide to appropriately process your requests and present you with information regarding our services and pricing packages that best serve your business. All the information collected by our website is done so exclusively with your consent. No information is collected automatically.

We will not, under any circumstances, share your personal information with other individuals or organizations without your permission, including public organizations, corporations, or individuals, except where applicable by law. We do not sell communicate or divulge any information related to you or your business to any mailing lists or third parties.

Email*

example@example.com

Name*

First NameLast Name

Legal Form of Business (Sole Proprietor, S Corp, etc.):

BN:

Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Is this business a: *

physical locationa home-based business

How often will you require bookkeeping? *

What services do you require? (check all that apply) *

How many transactions do you have per month? *

What was the last year Tax return filed *

MonthDayYear

The last report revenue *

How many bank accounts do you have? (including credit cards) *

When was did you last reconcile your credit card statement(s)? *

MonthDayYear

What type of service do you provide?

If you need Payroll, how many employee do you have and how many payday per month? Example 18 employees / bi-weekly

How do you keep track of your revenues and expenses?

Bookkeeping softwareExcel spreadsheetI don’t use anythingOthers

Use the extra space below to add any additional information you wish me to know about your company.

Client Questionnaire