2025 Entity Tax Prep Bookkeeping Status

Entity Name*

Responsible Party*

First NameLast Name

Phone Number*

Please enter a valid phone number.Format: (000) 000-0000.

Email (Enter an Email Address if you would like a Confirmation Copy of this Completed Form after Submission)

example@example.com

Who prepares your bookkeeping?*

BQ - Year-Round EngagementBQ - Annual Clean Up/As NeededSelf PreparedPrepared by an alternate professional

What method do you use to keep your books?

QuickBooks OnlineQuickBooks DesktopOther

Have you shared access to your books with BQ?

Yes - BQ has year-round accessYes - I have recently shared accessNo/Unsure - I would like to discuss this further / I need help

Did you complete the Bookkeeping Self Checkup?

Yes, everything is in order and ready to go to a BQ Accountant for review/approvalYes, some things need additional work, and I will DIY the corrections and/or have my alternate professional complete themYes, some things need additional work, and I would like BQ's help to complete the booksNo, I would like a BQ Accountant to review my booksNo, my books are not ready, and I would like BQ's help to complete the booksNo, my books are not ready, and I will DIY and/or have my alternate professional complete them

Excellent! Please work directly with your assigned BQ Accountant or Bookkeeper to close the books for 2025. Once complete, your Accountant will forward the Financial Statements directly to the Tax Preparation Department.