Bookkeeping Match Up Form

1

Name

First Name

Last Name

2

Email

example@example.com

3

Phone Number

Please enter a valid phone number.

4

What is your business name?

5

What does your business do?

6

Please provide a website or any social links for your business.

7

What is your business' structure?

8

Which best describes your business bookkeeping so far?

Bookkeeping on Quickbooks

Bookkeeping on Xero

Bookkeeping on another accounting software

Bookkeeping on an Excel Sheet

No current bookkeeping

9

Which of the following describes your business finances?

I have at least one business checking/savings account

I have at least one business credit card

I use my personal account for business

I use a personal credit card for my business

10

Please describe the bank accounts and credit cards you use for business. Include the banking institution names and the amount of accounts.

11

Between all of your accounts, about how many transactions do you have a month?Take a peak at your bank transactions to help you estimate!

12

How would you describe yourself with your business finances

I always keep business and personal separate

I mostly keep business and personal separate. You might see a personal transaction every once in a whole.

I have some mixture of business and personal on some of my bank or credit card accounts I use for business.

I have a heavy and unhealthy mixture of business and personal on my accounts

13

Which of the following describes your business?

I have a business Line of Credit

I have business loans

I do not have any loans for my business

14

Please describe the current debt for your business. What loans or Lines of Credit do you have? How much debt is there in your business between loans and credit cards?

16

How does your business pay your bills / expenses?

Auto-payments online

Writing physical checks

Paying individual invoices online

Using a third-party billing software

Cash

Debit and Credit Cards in person

Zelle, Venmo, and similar cash apps

Other

17

Which describes your current progress on bookkeeping?

I am all caught up! 2024 is done

2024 bookkeeping is done, but may need some corrections

I have between 50%-75% of 2024 bookkeeping done

I have less than 50% of 2024 bookkeeping done

I have no bookkeeping done for 2024

18

When was the last time your accounts were reconciled?

All up-to-date as of last month!

Through December 2024.

More than half of 2024 is done.

Less than half of 2024 is done.

Not since 2023 taxes.

I am not sure.

19

Do you still need to file your 2024 taxes?

YESNO

20

What services are you (or may you) be interested in receiving?Select all that apply

Monthly bookkeeping services

Someone to run my payroll

Someone to help with bill pay (AP)

Someone to help with invoicing (AR)

Help with contractor tracking and 1099 filing

Someone to create budgets

Someone to do forecasting

An expert to act as a CPA and advise me and my business

21

If you selected any other services besides bookkeeping, provide details here. Example: If you want someone to run payroll, how many employees do you have? How many times a month do you run payroll?

22

What are you looking for out of your bookkeeper? What traits are most important to you?

23

Do you have a budget in mind?

24

What is the best way to reach you?Select all that apply

Phone call

Text message

Email

25

File UploadYou can upload financial statements or any other useful information here.

Drag and drop files here

Select files to upload

Max. file size: 10.6MB