J3I Solutions – Accounting Services Questionnaire & Estimate Request

J3I Solutions – Accounting Services Questionnaire & Estimate Request

Please complete this questionnaire so we can understand your business, current accounting needs, requested services, and available documents to prepare an estimate.
Business Information
Business Name
Contact Name

First NameLast Name
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email Address
example@example.com
Business Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Website / Social Media
Type of Business / Industry

Other
How long have you been in business?
Business Structure
Services Requested
Monthly Bookkeeping Services
Payroll Services
Financial Reporting
Add-On Services
Accounts Payable (AP) Services
Estimated number of vendor bills per month
Accounts Receivable (AR) Services
Estimated number of customer invoices per month
Software & Systems
What accounting software do you currently use?

Other
Do you need software setup or migration assistance?
Business Activity Volume
Average monthly transactions
Number of bank accounts
Number of credit card accounts
Number of employees/contractors
Current Accounting Status
Are your books currently up to date?
If behind, how many months need cleanup/catch-up?
Have you worked with a bookkeeper/accountant before?
Customized Business Support Requests
Customized support needs

Other
Other customized requests
Goals & Expectations
What are your biggest accounting or bookkeeping challenges currently?
What are you hoping to improve in your business finances?
Preferred service arrangement
Preferred communication
Is there anything else you would like us to know?
Should be Empty:

J3I Solutions – Accounting Services Questionnaire & Estimate Request

Business Information

Services Requested

Add-On Services

Software & Systems

Business Activity Volume

Current Accounting Status

Customized Business Support Requests

Goals & Expectations