Bookkeeping Questionnaire
Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Please choose which one do you want to be contacted by
Phone
Email
Both
Other
Company Information
Company Name
Company Website
Company Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Are you a nonprofit 501(c)(3) organization?
Yes
No
Type of your company
LLC, S-Corp, C-Corp, Sole-Proprietor
Accounting Basis
Cash basis
Accural
Hybrid
Please briefly explain what your company does
Your job title
Number of employees including you
Accounting Information and Needs
Accounting software you use
If QuickBooks, please indicate Desktop or Online
Payroll software or company
Approximately, how many invoices do you generate each month?
Approximately, how many bills do you pay each month?
Do you pay 1099 vendors?
Yes
No
How many 1099 Vendors?
Number of bank accounts you have
Number of credit cards you have
Please select the services you want us to provide
Invoicing
Financial Statements
Catchup
Business Start-Up Assistance
Monthly Account Reconciliation
Inventory
Payroll
Cash Flow Reporting
Bill Pay
Budgeting
Forecasting
Cleanup
Projects/Grants
Sales Tax Reporting
Audit Preparation
Audit Coordination
Any additional services needed?
Additional information we should know
Please verify that you are human
*
Submit
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