Mareva Bookkeeping Onboarding Form

Mareva Bookkeeping Onboarding Form
Name*

First NameLast Name
Email*
example@example.com
Phone Number (if requesting phone consult or text)
Please enter a valid phone number.
In which state is your business located?*
Please tell me a bit about your business and what bookkeeping services you need:*
For example, how long you have been in business, previous bookkeeper, long and short term goals, challenges you might be facing and need a bookkeeper
Please provide your website URL (if applicable)
How are you currently keeping your books?*

Quickbooks OnlineQuickbooks DesktopSpreadsheetsXeroFreshbooksNo Bookkeeping sytemOther
What is your business entity?*

Sole ProprietorPartnershipS corpC corpNonProfitSingle member LLC(filling as sole prop)Single member LLC(filling as cooperation)Other
What is your business industry?*
Which accounting basis does your business use?*

Cash basisAccrual basisDon't Know
How many locations does your business have that it needs bookkeeping for?*
Which of the following account types do you have?
CheckingUnselect
How many Checking accounts do you have?*
How many Transactions/Pages per month?*
SavingsUnselect
How many Savings accounts do you have?*
How many Transactions/Pages per month?*
Credit CardsUnselect
How many Credit Card accounts do you have?*
How many Transactions/Pages per month?*
LoansUnselect
How many Loan accounts do you have?*
How many Transactions/Pages per month?*
OtherUnselect
Name /Account type*
How many Transactions/Pages per month?*
Are your business and personal transactions mixed or separate?

MixedSeparated
What are your sources of income?

MembershipsEventsProductsServicesOther
How do you receive client payments, and how many payment processing accounts do you have?*

StripeSquareShopifyDirect to BankPaypalVenmoCashappWiseOther
Do you have a sales tax obligation?*

YesNo
Is this remitted for you by a payment processor or platform, or do you manually remit sales taxes?*
Are fillings up to Date?*

YesNo
For ecommerce businesses - which platforms do you sell on?

EtsyeBayAmazonCompanyWebsiteDoes not applyOther
What is your approximate annual gross revenue?*

Below $100k$100k - $500k$500k - 1M$1M - $3MAbove $3M
Do you carry inventory?*

YesNo
How are you currently tracking inventory?*
Do you use a perpetual or periodic inventory system?*
Do you track any loans or fixed assets in the books?*
Do you run Payroll?*

YesNo
Do you need assistance with contractor payments or payroll services?*
Who is your current payroll provider (if applicable)?
Do you need assistance with AR?*

YesNoDon't Know
Do you need assistance with AP?*

YesNoDon't Know
Are you interested in tracking receipts?*

YesNoDon't Know
Are your books up to date or do you need catch up or clean up services? If so, how many months need to be caught up / cleaned up?*
When were your accounts last reconciled?

0-6 Months ago1 Year agoMore than 1 year ago
Please select preferred frequency of bookkeeping services:*

One time Catch up/Clean up/Set up projectOngoing Bookkeeping - monthly
Any additional details?*
Should be Empty:

Mareva Bookkeeping Onboarding Form

Which of the following account types do you have?