New Client Questionnaire
Interested in our services?  Before we jump in...

We'd like to gather some info. Once you fill this out, if we think we'd be a good fit, we'll be in touch via email or Instagram direct message with a link to book a call. 

We look forward to chatting with you soon!

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Email *
Our preferred accounting software is Xero, if you’re on Quickbooks or another system, are you willing to migrate to Xero? We can handle the migration process into Xero for you. *
Our minimum monthly fee starts at $400/month (this also includes the Xero subscription fee).  If your current books need to be cleaned or caught up there may be an additional one-time fee. Please check the box below to confirm you understand this.
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Required
Name *
Phone Number *
What is your business name? *
What is your website? *
What is your Instagram handle? *
How did you hear about us? If it’s a client, please list their name so we can thank them!  *
What is your business structure? *
Is your business taxed as an S-corp? *
Please describe your business (industry, core services, etc.)  *
How long have you been in business? *
What are you currently using to track your books? *
How many bank accounts and credit cards do you have in the business name? *
Do you have any business loans? *
How much do you make in sales per year? *
Approximately, how many transactions in total do you have each month (incoming & outgoing)? *
Do you have product inventory? *
Are you required to (or should you) be reporting sales tax? *
Are your tax returns current? *
If your taxes aren't up to date, when was the last time you filed?
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Based on the current status of your books, what services do you need? Check all that apply *
Required
How do you accept payments from your customers? Please check all that apply *
Required
What are you looking for in a bookkeeper? *
Do you think of a bookkeeper as a valuable team member in your business? If so, tell me how. 
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Are you willing to make small changes if we find efficiencies? (ex: switching banks, discontinue use of Venmo, separating business from personal, automating manual processes, etc)*
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Is there anything else we should know about your business or situation before our call? *
Please check the box below to acknowledge that Peach Sky Bookkeeping, LLC does not provide income tax services, sales tax filings, or payroll tax filings. *
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