New Client Questionnaire - Bookkeeping Practice

New Client Questionnaire

Please provide the following information to help us understand your bookkeeping needs.
Full Name*

First NameLast Name
Business Name*
Business Type
Business Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Contact Email*
example@example.com
Contact Phone Number
Please enter a valid phone number.
Estimated Monthly Transactions
Current Bookkeeping System

Manual (paper-based)SpreadsheetAccounting Software (e.g. QuickBooks, Xero)Other
Primary Bookkeeping Challenges
What Industry is your business in? *
How long have you been in business?
Who currently manages your books?

I do it myselfA staff memberAn external bookkeeperNo one yet
What accounting software do you use (if any)?
How up to date are your financials (Do you need a catch up reconciliation, if so how far back)?
Are you registered for GST?*

YesNoUnsure
How frequently do you lodge your BAS (if required)?

QuarterlyMonthlyAnnuallyNot registered for GST
Please describe how many bank accounts you use for your business? Include PayPal, Wise, Credit Cards etc
Additional Comments or Questions
Do you need help with payroll? If so, how many employees do you have currently?*
When would you like to get started?

ImmediatelyIn the next 1-3 monthsIn 3-6 months