Before we crunch the numbers..let's chat!
Full Name
*
Business Name
*
Address or City/State
*
Email
*
Phone Number
*
Business Website (if applicable) or Social Media Page
Best form of contact?
Text
Call
Email
All of the above
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Section 1: Business Overview
How long have you been in business?
*
Less than 6 months
6 months - 1 year
1 - 2 years
2+ years
What is your business structure?
*
Sole Proprietor
LLC (Single member) Form Schedule C on 1040
LLC (multi-member) Form 1065
S-Corp Form 1120S
Corp Form 1120
Not sure, need help answering
Approximately how many transactions does your business have per month on your bank statement?
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1-50
51-75
76-100
101-200+
How many bank accounts do you use for your business? (This includes all checking, savings, website bank accounts and if you use your personal account for business)
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1
2
3
4+
What bank(s) or financial instututions do your currently use for your business accounts?
*
What platforms do you receive money from? Check all that apply (each platform needs to be reconciled monthly and will count as 1 account each month)
*
Etsy
Shopify
Square
PayPal
Amazon
Faire
CashApp
Venmo
Other Website (Wix, Squarespace, ect)
In-person
Other - please specific below
If other, please specify below
Are you currently using any credit cards for your business?
*
Yes
No
If so, How many credit cards are being used? (each one of these will need to be included as an account on a monthly basis for bookkeeping)
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Section 2: Tax & Compliance
Do you collect sales tax?
*
Please Select
Yes
No
If yes, who currently prepares and files your sales tax?
*
Please Select
I do
My accountant/Bookkeeper
No one (I need help)
Other
Who currently prepares and files your business tax return?
*
Please Select
I do
My CPA/Accountant
No one (I need help)
Other
Would you be interested in tax prep services?
*
Please Select
Yes
No
Maybe
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Section 3: Where are you now?
How far behind are your books? (reconciliations and categorization)
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I’m fully up to date
1-3 months behind
3-6 months behind
Over 6 months behind
I've never done any bookkeeping
What's the biggest issue you're currently having with your books? (if any)
*
What's stressing you out most when it comes to business finances?
*
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Section 4: Preferences & Tech Set-Up
Are you comfortable sharing VIEW-ONLY log-in access to bank accounts, credit card statements, Website platforms, ect? (This is crucial for me to be able to work efficiently and provide accurate financial reports)
*
Please Select
Yes
No
I'd like to discuss it first
Do you currently use Quickbooks Online (QBO)?
*
Please Select
Yes
No
Are you okay with the monthly cost of a QBO subscription?
*
Please Select
Yes
No
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Section 5: Final Notes
What's your ideal outcome for working with a bookkeeper? (feel free to share any thoughts)
Is there anything else you'd like to share before we chat?
Submit
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