Bookkeeping Needs Questionnaire

1

Hello -

Thanks for you interest in working with Page By Paige Bookkeeping to get your business finances organized and tax ready.

In order to give the most accurate monthly quote, we will need to gather some information first to see what kind of bookkeeping is needed for your business.

Every industry is different, every business needs different reporting, and compliance laws differ with a variety of factors.

We are are on a mission to serve business owners to the best of our ability and based on your answers, we can customize a package just for you.

Please answer the following questions and we will get back to you with a quote for YOUR specific situation.

If you'd rather have a short phone call instead of filling this out, you can schedule one by clicking HERE.

2

Please tell us your name

First Name

Last Name

3

Please enter your preferred email addressThis is the email we will send your bookkeeping quote to

example@example.com

4

What is the name of your business?

5

What type of industry is your business?Example: Construction, Restaurant, Real Estate, Brick & Mortar, ecommerce, etc...

6

How long have you been in business?Ex: 5 years, 3 months, Just getting started

7

Have you filed your most recent business tax return?This includes a Schedule C, Form 1120-S, or 1120

YESNO

8

If you answered "NO", what year was your last business tax return filed?This will help us determine your back work, clean-up needs.

Enter Year

9

Do you currently have a bookkeeper?

Yes

No

I manage it on my own

Friend or family does it

10

How many BUSINESS accounts do you use?This includes all bank accounts, Checking, Saving, Credit Cards, and Merchant accounts such as Square, Venmo, PayPal, or Stripe.

1-3 Accounts

4-7 Accounts

8-12 Accounts

More Than 12 Business Accounts

11

Do you use QuickBooks Online?(This does not include QuickBooks Desktop)

YESNO

12

If "NO", are you willing to switch over to QuickBooks Online?

YESNO

13

Do you need help with invoicing or bill paying?This includes Accounts Payable and Accounts Receivable.

YESNO

14

Do you have/need payroll?

YESNO

15

How many employees do you have?This includes salary and hourly wage employees.

16

Is there anything specific you are looking for in terms of bookkeeping?This could be special reports, job tracking, multi-business reporting, non-profit reporting, location tracking, special requests, or even a CPA referral.

17

Is there anything else you like to mention, or let us know, to help us better serve you?Please be detailed as possible