BOOKKEEPING SETUP QUESTIONNAIRE
Kindly Fill This Form Out So We Can Assist You Better
Business Information
Legal Business Name
DBA (if applicable)
EIN (Employer Identification Number)
Business Structure
Please Select
LLC
S-Corp
C-Corp
Sole Proprietor
Partnership
Nonprofit
Other
Date Business Started
-
Month
-
Day
Year
Date
Fiscal Year End
Business Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Primary Contact Name
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Email Address
example@example.com
Current Accounting Setup
Are you currently using accounting software?
Yes
No
If Yes: Which software?
Please Select
QuickBooks Online
QuickBooks Desktop
Xero
Wave
FreshBooks
Zoho Books
Other
How long have you been using it?
Who currently manages your books?
Please Select
Self
In-house Staff
CPA
Bookkeeper
No one
Are your books currently up to date?
Yes
Partially
No
Not Sure
Do you need catch-up or cleanup services?
Yes
No
Banking & Financial Accounts
Business Bank Name(s)
Number of Business Bank Accounts
Number of Credit Card Accounts
Do you have business loans?
Yes
No
If Yes: Provide lender name, balance, payment amount
Do you use payment processors?
Stripe
PayPal
Square
Shopify Payments
Other
Revenue Information
Primary Revenue Streams
Average Monthly Revenue
Please Select
Under $10k
$10k–$25k
$25k–$50k
$50k–$100k
$100k+
Do you invoice clients?
Yes
No
If Yes: How are invoices currently created?
Do you need accounts receivable tracking?
Yes
No
Expenses & Operations
Do you track expenses consistently?
Yes
Sometimes
No
How are expenses tracked?
Do you have employees?
Yes
No
Do you need accounts payable management?
Yes
No
Do you reimburse owners or employees for expenses?
Yes
No
Sales Tax
Do you collect sales tax?
Yes
No
If Yes: States where sales tax is collected
Are sales tax filings up to date?
Yes
No
How often would you like financial reports?
Please Select
Financial Reporting Needs
How often would you like financial reports?
Please Select
Monthly
Quarterly
Annually
Reports Needed
Profit & Loss
Balance Sheet
Cash Flow Statement
Budget vs Actual
Custom Reports
Do you need budgeting or forecasting services?
Yes
No
Tax & Compliance
Who prepares your business tax return?
Are prior year tax returns available?
Yes
No
Have you received any IRS or state notices recently?
Yes
No
If Yes:→ File Upload
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Access & Authorization
Will you grant access to accounting software?
Yes
No
Preferred Communication Method
Please Select
Email
Phone
Zoom
Slack
Preferred Frequency of Check-ins
Please Select
Monthly
Quarterly
As needed
Service Goals
What challenges are you currently facing with your finances?
What are your top 3 financial goals this year?
Why are you seeking bookkeeping/accounting services now?
Client Acknowledgment
Signature
Date
-
Month
-
Day
Year
Date
Providing complete and accurate information ensures proper financial reporting and compliance.
Continue
Continue
Should be Empty: