New Client Consultation Questionnaire
Basic Information
Name
*
First Name
Last Name
Are you seeking bookkeeping services for a business?
*
Yes
No
Business Name
*
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Contact Information
Mailing Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email
*
example@example.com
Preferred method of communication
*
Please Select
Email
Text
Call
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Business Overview
What type of business do you operate?
*
How long have you been in business?
*
Select type of business entity that applies:
*
Sole Proprietorship
Partnership
Corporation
LLC
Other
What is your industry or field of operation?
*
Do you have multiple branches or locations?
*
Yes
No
If Yes, how many branches or locations do you have?
*
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Bookkeeping Needs
What are your current bookkeeping needs?
*
Are you looking for...
*
Day-to-day transaction recording
Financial statement preparation
Both
Other
How often would you like your bookkeeping to be updated?
*
Weekly
Monthly
Quarterly
Other
Do you have any specific reporting requirements or deadlines?
*
Yes
No
If Yes, please explain:
*
Are the business accounts used for personal expenses?
*
Yes
No
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Financial Records
How are your financial records currently maintained?
*
Do you have a system for organizing receipts, invoices, and other financial documents?
*
Yes
No
If Yes, please describe your system:
*
How many bank accounts, credit accounts, and other financial accounts do you have?
*
Please list each account and the approximate number of transactions each month.
*
Are your bank accounts, credit card accounts, and other financial accounts reconciled regularly?
*
Yes
No
What date(s) are your accounts reconciled through?
*
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Software & Technology
Are there any specific accounting software or tools you currently use?
*
Yes
No
If Yes, please select all that apply:
*
QuickBooks Online
QuickBooks Desktop
QuickBooks Self-Employed
Other
If you are not using QuickBooks Online, are you open to using QuickBooks Online?
*
Yes
No
Do you have any specific integration needs with other business systems (e.g., CRM, payroll)?
*
Yes
No
If Yes, please explain:
*
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Team Collaboration
Are there any other team members that will be doing any invoicing or any parts of the bookkeeping process?
*
Yes
No
If yes, who will be assisting with any parts of the bookkeeping process?
*
What tasks will they be responsible for performing?
*
Are you comfortable sharing access to your financial accounts and software?
*
Yes
No
What is the best email to use for discussing financial matters?
*
example@example.com
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Additional Information
Is there anything else you would like to share about your business or bookkeeping needs?
Once we have reviewed all of your business information and specific bookkeeping needs, we will email you a quote for services.
Thank you for taking the time to complete this questionnaire. Your responses will help us better understand your requirements and provide you with the most suitable bookkeeping services.
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