Bookkeeping Services Survey

Bookkeeping Services Survey

(No obligation by completing this survey)
Name*

First NameLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number*
Format: (000) 000-0000.
Email*
example@example.com
Business Name:*
Business Type:*

Sole proprietorshipPartnershipLimited liability company (LLC)Corporation - C corpCorporation - S corpCorporation - B corpCorporation - nonprofitOther
How much do you need Bookkeeping?

1

2

3

4

5

1 is No need, 5 is Extreme need
Which bookkeeping services does your company need?*

One-on-one reviewsPayrollBusiness startup assisstanceClient billingFinancial statementsBill payMonthly account reconciliationOther
How many banking/credit accounts need to be kept up?*
Includes credit cards
Do you currently use accounting software? (QuickBooks, Xero, etc)*

YesNo
Which accounting programs do you use, used or may consider using?

QuickBooks OnlineXeroFreshBooksQuickBooks Self-EmployedWaveI'm OpenOther
How often do you need a bookkeeper?*

DailySeveral times in a weekWeeklySeveral times in a monthMonthlyNot sureIt dependsOther
How often do you want to have a personal review with your bookkeeper?*

MonthlyWeeklyIt dependsDailyOther
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?
Should be Empty: