Bookkeeping Onboarding
What System Do You Currently Use To Manage Your Books?
Quickbooks
Xero
Wave
Sage
Zoho
Other
How Many Customers Do You Have?
How Many Vendors Do You Have?
How Many Bank Accounts And or Credit Card Accounts Do You Have?
If You Answered Yes to The Pervious Question Do You Have Any Loans? (Please specify How Many)
Does Your Business Deal In Multiple Currencies? If The Answer Is Yes Please List Them.
What Is The Average Annual Revenue & Average Annual Expenses Of Your Business?
Do You Take A Paycheque From Your Business?
Yes
No
Yes I take draws
No Cash Yet
Do You Have Employees or Subcontractors?
Yes I Have Employees
Yes I Have Subcontractors
No I'm The Only Person Working For The Business
Do You Have And Track Inventory?
Yes
No
Type option 4
What Industry Is Your Business In?
Type a question
Type a question
Submit
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