Bookkeeping Needs Analysis
A+ Bookkeeping Solutions
Customer Details:
Full Name
*
First Name
Last Name
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
Format: (000) 000-0000.
E-mail
example@example.com
Business Overview
How long have you been in Business?
Less than 1 year.
1-3 years.
3-5 years.
More than 5 years.
What type of business entity do you operate?
Sole Proprietorship
Partnership
LLC
Corporation ( C-Corp, S-Corp)
Non-Profit
How many employees do you have?
1-5
6-10
11-50
50+
Current Bookkeeping Process
Who currently handles your bookkeeping?
Myself
In House Employess
Outsourced
No One
What accounting software do you currently use (if any)?
QuickBooks
Xero
FreshBooks
Wave
None
How often do you update your financial records?
Daily
Weekly
Monthly
Quarterly
Not Regularly
Are your books up-to-date?
Yes
No
Bookkeeping Challenges
What bookkeeping challenges are you currently facing? (check all that apply)
Tracking income and expenses accurately
Managing Payroll
Handling Tax Preperation
Reconciling bank accounts
Managing accounts payable/recievable
Keeping track of Invoices
Generating financial reports (P&L, Balance Sheet, etc.)
Cash flow management
Budgeting
Approximately how many monthly transactions do you process? (banking, invoicing, etc.)
Less than 50
50-100
100-250
250+
Do you have a separate Business bank account?
Yes
No
Do you have multiple Business bank accounts?
Yes
No
Future Bookkeeping & Growth Needs
What are your goals for your bookkeeping system in the next 6-12 months? (Check all that apply)
Streamline bookkeeping processes
Ensure tax compliance
Improve cash flow management
Automate payroll
Scale operations for business growth
Are you planning any major changes in your business (e.g., expansion, new services, hiring)?
Yes
No
If yes, please describe:
How soon are you looking to make changes to your bookkeeping processes?
Immediately
1-3 months
3-6 months
6 months or more
Reporting & Compliance
Do you regularly generate financial reports (e.g., Profit & Loss, Balance Sheet)?
Yes
No
What financial reports do you need regularly? (Check all that apply)
Profit & Loss (Income Statement)
Balance Sheet
Cash Flow Statement
Budget vs. Actual
Other
Are there any compliance requirements specific to your industry (e.g., government contracts, grants, non-profit reporting)?
Yes
No
If yes, please describe:
Additional Information
Is there anything else you would like to share regarding your bookkeeping needs or challenges?
Submit
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