Bookkeeping Service Questionnaire
Please complete this questionnaire so that we can fully evaluate your bookkeeping needs.
Company Name
*
Contact Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
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How often would you like bookkeeping services provided?
*
Monthly
Quarterly
Is this a newly formed business?
*
Yes
No
What is the date your bookkeeping was last completed? (If bookkeeping has never been completed, use the date of organization of the business.)
*
-
Month
-
Day
Year
Date
Provide your most recent balance sheet, profit & loss statement, and general ledger so that we can evaluate your bookkeeping needs.
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Which accounting software do you use?
*
What is the date you would like bookkeeping services to begin?
*
-
Month
-
Day
Year
Date
Do you want Prepared Financial Statements included with your bookkeeping?
*
Yes
No
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How many BANK accounts does the business have?
*
1
2
3
4
5 or more
Approximately how many BANK transactions TOTAL do you have each month for all bank accounts COMBINED?
*
1 - 74
75 - 99
100 - 124
125 - 149
150 or more
Do you utilize online banking?
*
Yes
No
Will The Faircloth Group be given online access to statements and/or transaction downloads?
*
Yes
No
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How many CREDIT CARDS does the business use?
*
None
1
2
3
4
5 or more
Approximately how many CREDIT CARD transactions TOTAL do you have each month for all credit card accounts COMBINED?
*
1 - 74
75 - 99
100 - 124
125 - 149
150 or more
How many LOANS does the business have?
*
None
1
2
3
4
5 or more
Please provide any additional information necessary for us to fully evaluate your needs
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Terms of Agreement and Authorization to Collect Information
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