Bookkeeping Client Questionnaire

Bookkeeping Client Questionnaire

Please fill this out so I can learn more about your biz + bookkeeping needs.
Name*

First NameLast Name
Email*
example@example.com
What province are you in?*
What is the name of your business?*
Have you worked with a bookeeper before?

YesNo
Tell me a little bit about your business. What do you offer, who do you serve, how long have you been doing it, sole proprietor or incorporated etc.*
What bookkeeping challenges are you facing right now? *
Do you currently use QuickBooks Online? If not, what do you use?*
What type of tasks do you need assistance with? (You may check more than one)*

Income & Expense trackingMonthly ReconciliationGenerating Profit & Loss ReportPayrollBookkeeping Clean UpQuickBooks Account Set UpDIY SupportInvoicing
If what you're looking for is not on the options above, please specify them here:
How many business bank accounts or credit cards are being used?
What questions do you have for me?
What platforms do you use to accept payments?

SquareStripeHoneyBookJane AppPayPalQuickBooks PaymentsOther
Do you currently collect GST/HST from clients & customers?

YesNo
When do you want me to start the bookkeeping (month/year)?*
Should be Empty: