Client Questionnaire

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1. Do you already have a bookkeeper you are looking to replace? Or are you looking to hire one for the first time?

Looking to replace current bookkeeper

Hiring bookkeeper for the first time

Other

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2. Do you have an accounting system?Setting up Quickbooks Online is a simple process we can assist you with free of charge, as a courtesy, IF you sign up for a package (a $325 value).

Yes, I currently have Quickbooks Online

Yes, NOT Quickbooks Online, but I would be willing to migrate to Quickbooks Online

No, but I would be willing to have SBCPA setup Quickbooks Online for me

I am not willing to use Quickbooks Online under any circumstances

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3. Do you have any accounting processes or procedures that require financial reporting or deadlines?Common for non-profits and corporations

No

Yes, but I am not a non-profit or corporation

Yes, I am a non-profit or corporation

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4. Do you have any reason to track balance sheet accounts?Examples include customer prepayments, deferred revenue accounts, deposit accounts, loan accounts, inventory accounts, etc Answering YES to this question may increase your monthly bill.

YESNO

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5. Class tracking: Do you need another level of reporting besides income and expenses?Examples include tracking by department, tracking by customer or job, tracking by location, etc Answering YES to this question will increase your monthly bill.

YESNO

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6. Do you have a dedicated finance email?Ex. accounting@mybusiness.com

YESNO

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7. When was the last official tax return filed?

1 year ago (I am current)

2 years ago

2+ years ago

New business. Have never filed

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8. To the best of your knowledge, how up to date are your books?

Current (reconciled and reviewed within the last 30 days)

Slightly behind (reconciled and reviewed with the last 3 months)

It's bad (reconciled and reviewed with the last 6-9 months)

This is a cry for help (reconciled and reviewed within the last 9+ months)

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9. What is your business industry?Business services include child care, consulting, auto mechanic, event planning, landscaping, interior design, professional services, attorney,marketing, etc

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10. What type of business structure?

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11. Total AccountsAdd up the total number of checking accounts, savings accounts, debit cards, credit cards and loan accounts. Ex If you have one checking account, one savings account, a debit card, 3 credit cards, one loan account, enter 7

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12. How do you prepare your invoices? Do you want these done for you?

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13. What is your monthly revenue?Revenue is monthly income before subtracting expenses, taxes, etc

$0-$25,000

$25,000-$50,000

$50,000-$100,000

$100,000-$150,000

$150,000-$200,000

$200,000+

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14. How do you pay your bills? Do you want this done for you?

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15. What is your monthly expenses?Monthly expenses include accounts payable, operating costs, taxes, wages, etc

$0-$25,000

$25,000-$50,000

$50,000-$75,000

$75,000-$100,000

$100,000+

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16. Total Monthly transactionsApproximate number of credit cards, debits cards, expenses, deposits, and transfer activity. When you add it all up, how many is it on average?

Less than or equal to 35 monthly transactions

35-75 monthly transactions

75-200 monthly transactions

200-500 monthly transactions

500+ monthly transactions

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17. How do you manage expenses and receipts?

Cloud-based: Box, Dropbox, Google Drive, One Drive

Excel Spreadsheet

Expensify, Concur

Paper and Pen

Physical Shoebox

Trashcan

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18. Do you want help managing your receipts and documents digitally (stored securely in the cloud)?This is a simple process in which you email us your document and we take care of everything else. Answering YES to this question will increase your monthly bill.

YESNO

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19. Do you have W2 employees on payroll?

YESNO

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If yes, what payroll company do you use?

22

If yes, how many employees?

0-5 employees

6-10 employees

10+ employees

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20. Do you use 1099 (sub) contractors or consulting companies?

YESNO

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If yes, how many 1099s do you send?Special Offer: 1099 filings at the end of the year is included in all bookkeeping service packages except our starter copper package

0-5

6-10

10+

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How did you hear about us?

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When do you need me to start?

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Primary Contact

First Name

Last Name

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Primary Contact Phone Number

Please enter a valid phone number.

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Primary Contact Email

example@example.com