Business Questionnaire
This questionnaire will help us understand your business better and allow us to have a more productive Discovery Call! 

(Please fill out all fields and click submit to be taken to the scheduling page. Thank you!)
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Email *
First & Last Name *
Phone Number *
Company Name *
What is your position? *
In what industry is your business? *
What is your website? *
How long have you been in business? *
What is your entity type? *
What accounting system do you use? *
We service clients using QuickBooks Online. If you're not currently using QuickBooks Online, are you open to switching? *
How many bank accounts and credit cards do you have? (Each employee with a dedicated credit card counts separately.) *
Approximately how many transactions total come through your bank accounts and credit cards each month? *
How do you invoice your customers and/or record sales? *
What method/s of payments do you accept? *
Required
If Other, please specify:
How do you pay your bills? *
Do you have employees? *
If so, how do you perform payroll? *
Do you have inventory? *
Do you report sales tax? *
If Yes, for how many states do you file sales tax?
If Yes, do you report sales tax on a Monthly, Quarterly, or Yearly basis?
Are your tax returns current? *
Which service/s are you interested in? *
Required
If you need Cleanup/Catch up work, do you have any hard deadlines you need to meet? *
What is your budget for bookkeeping services? *
Tell us a little bit about your current bookkeeping situation *
What would you like to change about your current bookkeeping situation? *
How did you hear about us? *
If friend/family or referral, please leave their name below so we can thank them.
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