Bookkeeping Client Survey Form
This survey will provide a valuable perspective on your bookkeeping needs.
Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
How to you prefer to communicate:
Phone
Text
Email
No preference
Other
Company Information
Company Name
Company Website
Company Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please briefly describe your company and type of customers you service:
How long have you been in business?
Your job title:
Yearly Gross Revenue:
Estimated net profit margin?
How is your business organized?
LLC
S-Corp
C-Corp
Sole Proprietor
Partnership
Number of employees including yourself:
What is the average number of hours per week that you work in your business?
Accounting method for filing taxes:
Cash Basis
Accrual Basis
Don't Know
What bank is your main business account with?
What other payment processing accounts do you have?
PayPal
Venmo
Square
Stripe
Other
Accounting and Bookkeeping Information and Needs
Who is currently doing your bookkeeping?
Self
Family Member
Part Time Employee
Full Time Employee
Bookkeeping Service
My Tax Accountant
Other
How satisfied are you with the current state of your books?
Very Satisfied
Satisfied
Unsatisfied
Very Unsatisfied
Have you worked with a bookkeeping service before?
Yes
No
Accountant Name:
Include Firm Name
Are your books current ?
Yes
No
If your books are not current, how many months behind are you?
What bookkeeping services do you need help with?
Quickbooks Company Setup
QuickBooks Cleanup & Fine Tuning
Catch Up and Bring Books Current
Monthly Transactions Entries
Monthly Financial Statements and Reports
Monthly Account Reconciliations
Invoicing and Collections
Bill Paying
Managing and Tracking Inventory
Quickbooks syncing with Bank and Credit Card Account
Quickbooks Phone Apps to track mileage and billable time
Receipt Management
Bookkeeping Procedures and Workflow
Quickbooks Training
Help With Excel Spreadsheets
Payroll Processing
Other
What Issues Do You Have Keeping Your Books:
My account structure could be better and more concisely organized
I need to better segregate my accounts for a more detailed view
I am not keeping my books current month to month
Bookkeeping takes away time that is actually needed to operate the business
I see bookkeeping as a tax burden more so than a management tool.
I am not comfortable with Quickbooks
I have questions about how to categorize transactions
My bookkeeping workflow and procedures are not well organized
My personal expenses and business expense get mixed together
I simply don't like bookkeeping and procrastinate dealing with it
Managing and Tracking Inventory
Dissatisfaction with current bookkeeping service
Other
What accounting software are you using:
Quickbooks Desktop
Quickbooks Online Subscription
Other
How proficient are you with your accounting software?
Very Proficient
Adequate
Its a struggle
I rely on others
Other
How are you processing payroll?
In House, Manually
In House, Payroll Software
Payroll Service Company
Payroll software or payroll Service company:
Estimated average number of transactions to be posted each month?
Consider banking and credit card statements, invoicing transactions, bill payments, sales and service receipts.
Estimated number of hours each month needed to keep your books current?
Do you engage subcontractors that require a 1099 Form?
Yes
No
Approximately, how many service stops do you average each month?
What % of your business do you invoice with terms?
What is your average month to month unpaid invoices (Acct Receivables).
What % of your invoices become uncollectible bad debt write off?
What forms of payment do you accept?
Credit Cards
Checks
Venmo
Cash
Paypal
ACH Bank Transfers
Stripe
Square
Other
Do you track inventory?
Yes
No
How do you track inventory?
Not Applicable
Quickbooks
Spreadsheet
Other
Which of these asset types does your business own?
Buildings
Vehicles
Machinery
Equipment
Which of these asset types have outstanding loans?
Buildings
Vehicles
Machinery
Equipment
Not Applicable
Number of bank accounts you have:
Number of credit cards you have:
Which of these are syncing directly into Quickbooks Online?
Not Applicable
Credit Card Accounts
Banking Accounts
Payment Processing Accounts
Payroll Software or Service
Scheduling System
Online Store
Other
Do you keep personal and business expenses well separated?
Yes
Mostly
No
Please include any additional information, comments, or questions you may have:
Are you current with your tax filings?
Yes
No
Do you owe back taxes?
Yes
No
Please verify that you are human
*
Submit
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