Bookkeeping Pre-Engagement Questionnaire

Bookkeeping Pre-Engagement

Please complete this form to provide your business and accounting details for Pre-Engagement Questionnaire with Jackson Consulting.
Business Information
Legal Business Name*
DBA (if applicable)
Business Entity Type*
EIN (or last 4 digits)*
Business Address*

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Website (if applicable)
Primary Contact Information
Contact Name*

First NameLast Name
Title*
Email Address*
example@example.com
Phone Number*
Please enter a valid phone number.
Business Overview
Industry*
Years in Operation*
Number of Employees / Contractors*
Monthly Transaction Volume (estimate)
Accounting Information
Accounting Software Used*

QuickBooks OnlineXeroOther (please specify)
Accounting Method*

CashAccrual
Fiscal Year-End*
Bookkeeping Services Requested*

Monthly BookkeepingCatch-Up / Cleanup BookkeepingBank & Credit Card ReconciliationsFinancial Statement PreparationSales & Use Tax SupportPayroll ReviewOther (please specify)
Banking & Payroll
Number of Business Bank(s)*
Number of Bank Accounts*
Number of Credit Cards*
Payroll Provider*
Reporting Preferences
Preferred Reporting Frequency*

MonthlyQuarterly
Preferred Communication Method*

EmailPhoneVirtual Meeting
Additional Information
Please share any additional details or concerns related to your bookkeeping needs:
Authorization

I certify that the information provided is accurate and authorize Jackson Consulting to access the accounting software to provide an accurate estimate.
Client Name*

First NameLast Name
Signature*

Powered by Jotform SignClear
Date*

MonthDayYear
Date
How to Grant Access to Your Accounting Software
Granting Access to QuickBooks Online
1. Log in to QuickBooks Online as the primary administrator
2. Select the ⚙️ Gear Icon (top right corner)
3. Click Manage Users
4. Select Add user
5. Choose Accountant as the user type
6. Enter the email address info@jacksoncllc.com
7. Click Save
QuickBooks will send an invitation email. Please notify us once access has been granted.

Granting Access to Xero Accounting
1. Log in to Xero
2. Click your organization name, then select Settings
3. Choose Users
4. Click Invite a user
5. Enter the email address info@jacksoncllc.com
6. Assign Advisor or Standard + Reports access
7. Click Send Invite
Xero will send an invitation email. Please notify us once access is granted.
Should be Empty:

Bookkeeping Pre-Engagement

Business Information

Primary Contact Information

Business Overview

Accounting Information

Banking & Payroll

Reporting Preferences

Additional Information

Authorization