Bookkeeping Services Survey
(No obligation by completing this survey)
Name
*
First Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
Format: (000) 000-0000.
Email
*
example@example.com
Business Name:
*
Business Type:
*
Sole proprietorship
Partnership
Limited liability company (LLC)
Corporation - C corp
Corporation - S corp
Corporation - B corp
Corporation - nonprofit
Other
How much do you need Bookkeeping?
No need
1
2
3
4
Extreme need
5
1 is No need, 5 is Extreme need
Which bookkeeping services does your company need?
*
One-on-one reviews
Payroll
Business startup assisstance
Client billing
Financial statements
Bill pay
Monthly account reconciliation
Other
How many banking/credit accounts need to be kept up?
*
Includes credit cards
Do you currently use accounting software? (QuickBooks, Xero, etc)
*
Yes
No
Which accounting programs do you use, used or may consider using?
QuickBooks Online
Xero
FreshBooks
QuickBooks Self-Employed
Wave
I'm Open
Other
How often do you need a bookkeeper?
*
Daily
Several times in a week
Weekly
Several times in a month
Monthly
Not sure
It depends
Other
How often do you want to have a personal review with your bookkeeper?
*
Monthly
Weekly
It depends
Daily
Other
How much you would pay hourly for bookkeeping services?
*
Per Month
What makes you most proud about your business?
What type of work are you wanting to hand over to a professional? Is this causing any roadblocks within your business? What would you do with the time you'll get back?
Submit
Should be Empty: