BOOKKEEPING CLIENT QUESTIONNAIRE
Name
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Address
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Phone Number
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Format: (000) 000-0000.
Company Name
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Company Address
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Company Phone Number
*
Format: (000) 000-0000.
1. Describe your business in a few sentences
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2. What type of entity is your business LLC SECorp etc.?
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3. How many years have you ran this business?
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4. What are your monthly gross sales On Average?
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5. How many employees do you have?
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6. Are any of these contractors If so how many?
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7. Do you outsource payroll?
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8. How many bank and/or credit card accounts do you have?
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9. On average, how many transactions per month do you have? (Both bank and credit card accounts)
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10. Are your tax returns current?
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11. When was the last time you filed taxes?
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12. How do you prepare your invoices?
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13. Do you want these done for you?
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14. How do you pay your bills?
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15. Do you want this done for you?
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16. Do you Have Inventory?
17 Do you report sales tax
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18 When would you need me to start
Signature
*
Date
*
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Month
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Day
Year
2 digit month, 2 digit day, 4 digit year
Date
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