Bookkeeping Interview - New Clients

Bookkeeping Interview - New Clients

Bookkeeping Interview & Fee Estimate
Thank you for expressing an interest in Bookkeeping/Accounting Services with BQ. This interview will gather the information that we need to provide a reasonable estimate of costs.

It will take about 10 minutes to complete. We know that your time is valuable so we will transfer the information from this interview to your file which will save you onboarding time later.

A Mini FAQ Before the Interview

What is the cost of Bookkeeping services?

Monthly Bookkeeping packages start at $400/month, fees are determined by the complexity, organization, and volume of data.

What is included in the service?

Bookkeeping service includes maintaining a Chart of Accounts, reconciling accounts, maintaining a General Ledger, producing an Income Statement (also called a Profit & Loss Statement), and producing a Balance Sheet.

What bookkeeping platforms does BQ work with?

Currently, BQ prepares client books in the QuickBooks Suite of products including Enterprise, Desktop, and Online. If you are working in Xero, Zoho, Wave, Freshbooks, or another platform we may discuss migrating your file for efficiency.

Responsible Party Name

First NameLast Name
Responsible Party Title
Entity Name
Entity EIN
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
Physical Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Do You Have a Different Mailing Address?
Mailing Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

What are you looking for in this relationship? (select all that apply)
What are your current bookkeeping needs? (select all that apply)
What period (months/years) do you need assistance with?
Describe your project

Tell us a little bit about your business activities:
Do/will you have employees?
How many employees?
Who is your payroll provider?
Do/will you have sales tax obligations?

How many BUSINESS checking/savings accounts does your entity have?
How many BUSINESS credit accounts, including credit cards, lines of credit, loans, financed equipment etc. does your entity have?
An important factor in determining how organized a potential client is, and subsequently, the impact of that on the fees, is to look at the co-mingling of funds. If you are co-mingling funds, together we will develop a plan to eliminate that activity. If co-mingling funds needs to remain a part of your business activities then your organization might not be a good fit for BQ.
How many PERSONAL transactions run through BUSINESS accounts in an average month?
How many BUSINESS transactions run through PERSONAL accounts in an average month?

What is your anticipated annual revenue for the current year? (an estimate is sufficient)
What is your anticipated annual revenue for next year?
Are you expecting to make any big changes to the entity over the next few years?

BQ Offers Concierge Services for an additional fee, please check all that you would like considered for your estimate:

Other
Other Concierge Requests (Describe)
Should be Empty: