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Accounting Questionnaire
AcTech Cloud LLC - Your Cloud Accountants
Please fill out this form and submit it to us, so that we can better assess your needs.
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* Indicates required question
Email
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Your email
Your name and title
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Your answer
Your phone number
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Your answer
Company name
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Your answer
Company mailing address
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Your answer
City
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Your answer
State
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Your answer
Zip Code
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Your answer
Company website
Your answer
What is your form of business?
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Sole Proprietor
S-Corporation
C-Corporation
Partnership
LLC (Limited Liability Company)
Enter the tax classification (C=C corporation, S=S corporation, P=Partnership)
Other:
Do you have partners or shareholders? Who are they?
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Your answer
Industry & Principal Product/Service
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Your answer
How long have you been in business?
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Your answer
What are the beginning and ending dates for your company's fiscal year?
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Your answer
How do you want to track your books?
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Cash basis
Accrual basis
Both
Other:
Are your business tax returns current?
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Yes
No
What is the last year taxes were filed for?
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2019
2018
Other:
Assets and Liabilities matches last filed tax return (Schedule L)
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Yes
No
Capital Accounts and Retained Earnings match Schedule K, M-1, M-2 on last filed tax return
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Yes
No
How many business accounts do you have?
Column 1
Business checking
Business savings
Business Money Market
Business Credit Card
Business Debit Card
PayPal
Other
Column 1
Business checking
Business savings
Business Money Market
Business Credit Card
Business Debit Card
PayPal
Other
Clear selection
With which institutions do you have your business accounts?
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Your answer
Do you use business online banking?
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Yes
No
Do you keep your personal expenses separate from your business accounts?
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Yes
No
Do you have business bank loans? If so, with which institution and are there any covenants?
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Your answer
Do you have equipment leases?
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Yes
No
Do you have car leases?
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Yes
No
Do you track or want to track income and expenses by a specific segment/location/division of your business? If so, what tracking categories?
Your answer
Do you track or want to track all direct expenses related to a customer or project?
Yes
No
Clear selection
Last completed financial statements date
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MM
/
DD
/
YYYY
Do you have your bank reconcilations for the last month that have been done?
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Yes
No
Books Closed?
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Yes
No
Describe your company's accounting system. Do you use a computerized platform (like QuickBooks Desktop, QuickBooks Online, Xero, Excel, or any other apps (for example, Point of Sales - please list all of them), manual ledgers?
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Your answer
What is the cost of ALL the technologies you are currently using internally for your accounting/payroll needs? Do you feel you are getting the most return for that investment?
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Your answer
What are your streams of revenue?
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Your answer
Do you use any apps for your revenue transactions and how is your revenue getting recorded into your accounting system?
Your answer
What is your annual sales turnover of your company?
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Your answer
Do you invoice your customers? If so, how do you prepare your invoices and on average, how many per month?
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Your answer
Do you collect sales tax? If so, which states and do you file sales tax monthly, quarterly or annually and are you up to date?
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Your answer
If not, what type of activities are you engage in in which you are not sure whether or not you should be collecting sales tax?
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Your answer
Do you pay sales commissions (based on volume, profit and/or other)?
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Yes
No
Do you pay any other performance bonuses based on financial results?
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Yes
No
What are your current assets?
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Your answer
Do you have inventory? If so, how do you manage or track it?
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Your answer
How do you pay your bills?
Column 1
Manual checks
Printed checks
Online bill pay
PayPal
Entryless.com
Bill.com
Credit Card
Debit Card
Other
Column 1
Manual checks
Printed checks
Online bill pay
PayPal
Entryless.com
Bill.com
Credit Card
Debit Card
Other
Clear selection
Who is in charge of paying bills and making deposits?
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Your answer
On average, how many bills you pay per month?
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Your answer
How do you manage/organize supported documentation that give rise to the transactions?
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Hard copies are kept in the filing cabinet
Online storage
Other:
Do you have employees and/or subcontractors? If so, how many of each: salaried vs hourly? How do you keep track of their time?
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Your answer
What payroll system do you use
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ADP
Gusto
In house
Other:
Does your company have written policies and procedures?
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Yes
No
If so, can you provide a copy?
Yes
No
Clear selection
Have you worked with other accounting professionals in the past? Who?
Your answer
If so, what kind of work have they done?
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Your answer
What did you like from those previous professional services?
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Your answer
What did you dislike?
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Your answer
How often do you expect to have a conversation with your accountant?
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Your answer
How fast do you expect a call back or e-mail response from your accountant?
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Your answer
How often do you need to review financial reports (and feel a high level of confidence that the numbers are as accurate as possible including bank and credit card accounts reconciled, customer and vendor balances accurate, and/or inventory valuation is accurate)?
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Daily
Semi-weekly
Weekly
Biweekly
Monthly
Quorterly
Annually
Other:
Do you have a Budget? If so, how often do you monitor Actual vs. Budget Reports?
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Your answer
Do you expect your accountant to be available to engage with conversations with 3rd parties such as Tax Preparers, Investors, Bankers/Lenders, Vendors, Customer, and/or Government entities and/or prepare special reports or provide written explanations or affirmations of your financial reports?
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Yes
No
How do you envision your perfect accountant?
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Your answer
How many hours per week do you estimate the work will take?
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Your answer
What are your goals for your business in the next six (6) months? For example: increasing no. of customers or market share; increasing revenue per customer (increasing prices or cross-selling more products/services); increasing the number of employees or increasing the effectiveness of current employees without hiring new ones and/or promote certain key employees to take a leadership role; improving the quality of the products or services / improve the brand recognition through quality.
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Your answer
What are your goals for your business in the next five (5) years? For example: have access to credit from banks or major suppliers and increase the value of the business for selling it or bring investors.
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Your answer
Please include any other information about your specific needs that will help us better understand your business.
Your answer
Date
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MM
/
DD
/
YYYY
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