Bookkeeping Review
This quick questionnaire helps us prepare your Diagnostic Review. Please complete the details below so we can tailor your review to your books.
Name
*
First Name
Last Name
Business Name
*
Number of Tax Filing Entities:
*
What is the most recent tax year you filed:
Corporation Type(s):
*
(C-corp, S-corp, LLC, PC, 501(c)(3), Sole proprietorship, Partnership, Other)
Accounting Method
Please Select
Accrual
Cash
Modified
Not sure
Sales Tax Filing Frequency:
Please Select
Monthly
Bi-Monthly (Ever Two Months)
Quarterly
Annually
Semi-Annually
Seasonal Filing
Other
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Email
*
example@example.com
Referral Source
Tell us about your business.
*
If this is a rental real estate business, would you like us to track each individual rental unit or door in addition to tracking each property in QuickBooks? If yes, how many total rental units/doors should we track in your QuickBooks file?
Does this business have more than 3 total bank accounts, credit cards accounts, and line of credit accounts added together? If so, how many total?
Approximately how many individual transactions flow through this business’s bank accounts, credit cards, and lines of credit each month?
Are any of your business transactions or accounts mixed with your personal transactions or accounts, or vice versa (i.e., commingling)?
Please Select
Yes
No
Other
Are any of your business transactions or accounts for one entity mixed with those of another entity (i.e., commingling)?
Please Select
Yes
No
Other
How many total fixed assets (rental properties, vehicles, large machinery/equipment, etc.) does the business own?
*
Would you like any of the below custom reports in addition to the (3) standard financial reports?
Per-Project/Property – Profit & Loss by each property or job
Per-Entity - Financials by LLC, division, or business line
Accounts Payable Aging (Open Bills) – What’s outstanding to vendors
WIP (Work In Progress) - For contractors with multi-month projects
Job/Project Profitability Reports (P&L by Project or Estimate vs. Actual)
Budget vs. Actual - Track against planned spend (useful for flips/CapEx)
Cash Flow Forecast - Forward-looking view of cash position
Accounts Receivable Aging - If you bill customers and want open invoice tracking
Other
No
What reports or alerts would help you make faster business decisions?
What KPI's matter most to you?
Revenue per crew, cost per job, labor % of revenue, Net Operating Income, Net Profit Margin, Cash-on-Cash Return, Cap Rate, Operating Expense Ratio, Portfolio ROI, CapEx per unit, Gross Rent Multiplier, Maintenance Cost per unit, ROI, etc.
How many flip properties does the business purchase in a given year on average?
How many short term rentals do you have?
What makes this the right time to get help with your bookkeeping?
*
Which of the following is the biggest motivator for outsourcing your bookkeeping?
Saving time so I can focus on the income producing parts of my business
Seeing how my business is doing so I can increase profits
Remove a burden and worry that looms over me constantly
My books are behind and I need to clean up and continue from there.
All of the above
Other
What services are you most interested?
Categorization
Reconciliation
Custom Reports
Accounts Payable
Accounts Receivable
Portfolio Management
Loan Tracking
Job Costing
Receipt Management
Other
What stresses you out most about the current state of your books?
*
How do you currently keep track of bookkeeping?
*
Quickbooks Online
Xero
Quickbooks Desktop
Spreadsheet
Paper and pen
Not tracking
Other
What additional software apps do you use? Please list below.
*
Aspire, Jobber, Buildertrend, Buildium, Dext, Hubdoc ect.?
If you are not currently using QuickBooks Online, are you willing to sign up or transfer your financial data to QuickBooks Online to ensure accurate and efficient bookkeeping services?
Please Select
Yes
No
I'd like to know more
If you currently use QuickBooks Online, how many accounts/subscriptions do you have?
How much do you currently spend on bookkeeping services each month?
If Bookkeepers Lane is the right fit for your business, when will you be ready to start?
*
ASAP
Within 7 days
Within 30 days
Unsure
Our monthly bookkeeping fees start at $300, is that within your budget?
*
Absolutely
If the value is there, yes
Not now
I need a custom quote for back work
Are you or your team able to collaborate with us on a weekly/monthly basis to help us catorgorize your transactions that need more clarity?
*
Please Select
Yes
No
Do you have a CPA or EA
*
Please Select
Yes
No
I do it myself
Do you have a Payroll Provider
*
Please Select
Yes
No
I do not require one
Preferred Method of Contact
*
Please Select
Phone
Text
Email
Zoom live call
Preferred Days/Times of Contact:
Include Time Zone
Phone Number
*
Please enter a valid phone number.
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