Foundation Business Questionnaire
Section 1: Business Information
Business Name
*
Name
*
First Name
Last Name
Email
*
example@example.com
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Tell us about your business
*
Industry, products/services offered, how long you've been in business, etc.
Business Structure
*
Please Select
Sole Proprietor
LLC
Partnership
S Corporation
C Corporation
Nonprofit
Other
What states do you currently operate in?
*
Section 2: Business Snapshot
Approximate Annual Revenue
*
Please Select
Under $100,000
$100k–250k
$250k–500k
$500k–1M
$1M–3M
$3M–5M
Over $5M
Average Monthly Revenue
*
Number of employees/contractors
*
Please Select
None
1–5
6–10
11–25
26–50
50+
Do you currently run payroll?
*
Yes
No
If yes, who is your payroll provider?
*
Section 3: Current Financial Processes
What software do you currently use for bookkeeping?
*
QuickBooks Online
QuickBooks Desktop
Xero
Wave
Fresh Books
Excel
None
Other
Who currently handles your books?
*
Please Select
Myself
Employee
Outside Bookkeeper
CPA
No one consistently
Are your business bank account reconciled?
*
Please Select
Yes
No
Unsure
Are your financial statements up to date?
*
Please Select
Yes
No
Unsure
Approximately how many monthly transactions does your business have?
*
Please Select
Under 100
100–300
300–600
600–1,000
1,000+
Current Challenges
Which services are you interested in?
*
Monthly Bookkeeping
Payroll
QuickBooks Cleanup
CFO Services
Quickbooks Setup
Entity Changes
Other
What are your biggest financial or bookkeeping challenges?
*
What prompted you to reach out to Foundation?
*
Section 6: Additional Information
Are you behind on bookkeeping?
*
Please Select
No
1–3 months
4–6 months
6–12 months
More than 12 months
Do you have any upcoming deadlines?
*
Tax filing, Audit, Loan application, Investor reporting, Business purchase, Other
Are there any current bookkeeping or payroll issues we should know about?
*
How did you hear about Foundation?
*
Please Select
Google
Referral
Social Media
Networking
Existing Client
Website
Other
Upload any documents you'd like us to review before our meeting (optional).
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Profit & Loss, Balance Sheet, Tax Return, QuickBooks Reports, etc
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