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  • Bookkeeping Client Questionnaire

  • We appreciate your interest in working with Benefits Bookkeeping.  Please complete the below with as much information as possible, and we will reach out to you within the next 48 hours.

  • Contact Information

  • Format: (000) 000-0000.
  • Please choose which one do you want to be contacted by*
  • Company Information

  • Starting date of your company
     - -
  • File federal taxes
  • Accounting Information

  • Which ones do you enter?
  • Do you pay 1099 vendors?
  • Please select the ones that appropriate to you
  • Do you accept any of the following payment types (select all that apply)
  • How do you currently organize receipts & financial documents?
  • Do you have any loans, leases, or other liabilities?
  • Services Needed & Additional Information

  • Do you have any previous experience working with a bookkeeping service?
  • Please select the services you want us to provide
  • Should be Empty: