• Bookkeeping Discovery Intake

    Please fill out this questionnaire to help us understand your bookkeeping needs before our discovery call.
  • Format: (000) 000-0000.

  • 1. Business Basics

  • Do you have employees, contractors, or both?*

  • 2. Current Financial Setup

  • Do you use any POS systems, CRMs, or payment processors?
  • Do you have a separate business bank account and credit cards?*

  • 3. Transaction Volume & Complexity

  • Do you have inventory?*
  • Do you have loans, lines of credit, or financing that need to be recorded?*
  • Do you invoice customers or receive recurring payments?*

  • 4. Current Bookkeeping Status

  • Are your books up to date?*
  • Do you currently categorize transactions yourself or does someone else handle it?*
  • Have you had issues with tax filings, audits, or missing financial records?*

  • 5. Goals & Pain Points

  • Do you need help with budgeting, forecasting, or cash-flow planning?*

  • 6. Compliance & Tax

  • Do you have a CPA or tax preparer?*
  • Do you need support preparing for tax season?*

  • 7. Deliverables & Expectations

  • How often do you want financial reports?*
  • Preferred communication method?*

  • 8. Access & Documentation

  • Do you have access to all bank/credit card logins?*
  • Do you have receipts stored digitally or physically?*
  • Do you use any apps for receipt capture?
  • Should be Empty: