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Capital Creek Bookkeeping Quote Questionnaire
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Name/Name of Business
Your answer
Business Entity Type
C-Corp
S-Corp
Single-Member LLC
Multi-Member LLC
General Partnership
Limited Partnership
Sole Proprietorship
Other:
Clear selection
# of active bank accounts (that need to be included in the books)
Choose
1
2
3
4
5
6
7
8
9
10+
# of credit card accounts (that need to be included in the books)
Choose
0
1
2
3
4
5
6
7
8
9
10+
# of merchant services accounts (Paypal, Square, Shopify, Venmo, etc...)
Choose
0
1
2
3
4
5
6
7
8
9
10+
# of invoices sent out monthly
Choose
0
1-5
6-15
16-30
31-50
50+
# of checks sent monthly
Choose
0
1-5
6-15
16-30
31-50
50+
# of transactions overall per month on average (all bank accounts, credit cards, invoices, etc...) (use last 3 months bank/CC statements)
Choose
1-25
26-50
51-75
76-100
101-125
126-150
151-200
200-300
300-400
400+
# of employees
Your answer
Payroll Processing Service (ADP, Paychex, Gusto, etc...) (if applicable)
Your answer
# of 1099 contractors
Your answer
# of business loans/credit lines
Choose
0
1
2
3
4
5+
Do you collect Sales Tax?
Yes
No
Other:
Clear selection
If yes, what frequency are you required to file a sales tax return?
Monthly
Quarterly
Annually
N/A
Clear selection
How many different 'types' of income do you track (Ex: Services, Sales of Product, Commission Sales, Shipping Income, Rent, etc...)
Choose
1
2
3
4
5
6
7+
Average annual gross revenue (estimate)
Your answer
What accounting software do you currently use, if any?
Your answer
Any urgent tasks/due dates within the next 30 days?
Your answer
Your email address
Your answer
Questions/Comments?
Your answer
Thank you!
For more information on Capital Creek Bookkeeping, please visit CapitalCreekBookkeeping.com or email me at Kevin@CapitalCreek.Co
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