365 BOOKKEEPING CLIENT QUESTIONNAIRE
Company Info
Name of Company
*
Legal Business Name
*
Contact Name
*
First Name
Last Name
Phone Number
*
-
Area Code
Phone Number
Website
Business Email
*
example@example.com
Address: Street, City
*
Address: State, Zip
*
Business Industry Type
*
Business Entity
*
Please Select
Sole-Proprietorship
Limited Liability Company
S-Corporation
Partnership
Employer Identification Number (EIN)
*
What level of services are you interested in?
*
Please Select
Rocket Service ($225)
Launch Service ($425)
Pilot Service ($675)
Orbit Service (TBD)
Discuss Options with Bookkeeper
Number of users to have access to bookkeeping software
What is your current bookkeeping software & version?
What apps do you currently use?
Bookkeeping Services Required
What additional services can a bookkeeper help you with?
Estimated Taxes (Schedule C)
Mileage Tracking
Online Invoices
Custom Invoices
Sales Receipts
Product & Service Items
Estimates
Sales Tax
Financial Statements
Convert from QuickBooks Desktop
Import lists from Excel
QuickBooks Product Features Required
What Quickbooks services do you need to accomplish your accounting goals?
Integrate Apps
Print Checks
Payroll
Payables
Recurring Transactions
Multi-currency
Delayed Charges
Time Tracking
Time Tracking Only Users
Billable Hours
Expenses by Customer
Billable Expenditures
Class Tracking
Location Tracking
Budgets
Inventory [FIFO]
Purchase Orders
1099-Misc/NEC
Reports Only Users
What are your existing challenges, inefficiencies, or conflicts in your financial management or workflows?
Functionality
Merchant Services
Bill Pay Apps.com
Expense Reporting
Sales Orders
Inventory Assembly
Units of Measure
Price Levels
Time Tracking approval & GPS
Billing: Wholesale v Independent
Client Specific Notes/advisories
Signature
*
Submit
Submit
Clear Form
Should be Empty: