RUTH Bookkeeping — New Client Intake Questionnaire
Before we put together your quote, this quick questionnaire helps us understand your business and your books. Takes about 5-10 minutes.
Business Information
Business / Organization Name
*
Business Type
*
Small Business
Nonprofit or Religious Organization
Other
Industry or Type of Work
Primary Contact Name
*
Primary Contact Email
*
example@example.com
Primary Contact Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Best Way to Reach You
Email
Phone call
Text
WhatsApp
Current Bookkeeping Situation
Do you currently use QuickBooks Online?
*
Yes
No, I use something else
No, I don't use any software
If something else, which software?
Did you have a previous bookkeeper or accountant?
*
Yes
No
Were your books fully reconciled each month, or were transactions only recorded without reconciliation?
Fully reconciled
Transactions recorded only, not reconciled
Not sure
Not applicable
How far behind are your books currently?
*
Fully up to date
1-3 months behind
4-6 months behind
7-12 months behind
More than a year behind
Approximate annual revenue
*
Under $100k
$100k-$250k
$250k-$500k
$500k-$1M
$1M-$2M
$2M-$5M
Over $5M
Accounts & Access
Number of bank accounts to be managed
*
Number of credit cards to be managed
*
Do you use any other payment platforms?
PayPal
Venmo
Stripe
Square
Zelle
Other
Other
Approximate number of transactions per month
*
Under 50
50-150
150-300
300-600
600+
Do you run payroll?
*
Yes
No
If yes, which payroll provider?
Do you have multiple programs, departments, classes, or entities needing separate tracking?
*
Yes
No
If yes, please describe
Budget & Timeline
What are you currently paying (or previously paid) for bookkeeping/accounting help, if anything?
What is your budget for this project or for ongoing monthly service?
What is your deadline or desired timeframe for this project?
Expectations & Communication
What are your expectations for ongoing communication (e.g. monthly check-in call, email updates, text/WhatsApp availability)?
What reports do you want to receive, and how often (e.g. monthly P&L and Balance Sheet, quarterly summary)?
Is there anything else you'd like us to know, or any notes you want to add?
Submit
Should be Empty: