Business Bookkeeping Assessment

Bookkeeping Review

This quick questionnaire helps us prepare your Diagnostic Review. Please complete the details below so we can tailor your review to your books.
Name

First NameLast Name
Business Name
Number of Tax Filing Entities:
What is the most recent tax year you filed:
Corporation Type(s):
(C-corp, S-corp, LLC, PC, 501(c)(3), Sole proprietorship, Partnership, Other)
Accounting Method
Sales Tax Filing Frequency:
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Email
example@example.com
Referral Source
Tell us about your business.
If this is a rental real estate business, would you like us to track each individual rental unit or door in addition to tracking each property in QuickBooks? If yes, how many total rental units/doors should we track in your QuickBooks file?
Does this business have more than 3 total bank accounts, credit cards accounts, and line of credit accounts added together? If so, how many total?
Approximately how many individual transactions flow through this business’s bank accounts, credit cards, and lines of credit each month?
Are any of your business transactions or accounts mixed with your personal transactions or accounts, or vice versa (i.e., commingling)?
Are any of your business transactions or accounts for one entity mixed with those of another entity (i.e., commingling)?
How many total fixed assets (rental properties, vehicles, large machinery/equipment, etc.) does the business own?
Would you like any of the below custom reports in addition to the (3) standard financial reports?
What reports or alerts would help you make faster business decisions?
What KPI's matter most to you?
Revenue per crew, cost per job, labor % of revenue, Net Operating Income, Net Profit Margin, Cash-on-Cash Return, Cap Rate, Operating Expense Ratio, Portfolio ROI, CapEx per unit, Gross Rent Multiplier, Maintenance Cost per unit, ROI, etc.
How many flip properties does the business purchase in a given year on average?
How many short term rentals do you have?
What makes this the right time to get help with your bookkeeping?
Which of the following is the biggest motivator for outsourcing your bookkeeping?

Other
What services are you most interested?

Other
What stresses you out most about the current state of your books?
How do you currently keep track of bookkeeping?
What additional software apps do you use? Please list below.
Aspire, Jobber, Buildertrend, Buildium, Dext, Hubdoc ect.?
If you are not currently using QuickBooks Online, are you willing to sign up or transfer your financial data to QuickBooks Online to ensure accurate and efficient bookkeeping services?
If you currently use QuickBooks Online, how many accounts/subscriptions do you have?
How much do you currently spend on bookkeeping services each month?
If Bookkeepers Lane is the right fit for your business, when will you be ready to start?
Our monthly bookkeeping fees start at $300, is that within your budget?
Are you or your team able to collaborate with us on a weekly/monthly basis to help us catorgorize your transactions that need more clarity?
Do you have a CPA or EA
Do you have a Payroll Provider
Preferred Method of Contact
Preferred Days/Times of Contact:
Include Time Zone
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Should be Empty:

Bookkeeping Review