Liz M Raymond P.B.O. - QBO Setup/Training Questionnaire

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Thank you for taking the time to complete this Quickbooks Online Training questionnaire.

I help entrepreneurs connect the dots between what they do in their business to their money systems (bookkeeping). This includes Quickbooks Online training as well as bookkeeping training.

Your participation in this questionnaire will allow me to create workshops and training that fit the needs of entrepreneurs like yourself. I greatly appreciate your input, suggestions and feedback.

Email *

Full Name *

Partner's Name (if applicable)

Company Name *

CONTACT INFORMATION

Business Telephone No.

Your Cellphone No. *

Partner's Cellphone No. (If applicable)

Main email address: *

Alternate email address: *

Full Mailing Address: *

Tell me about your business

Type of business

Sole Proprietorship

Partnership

Corporation

Clear selection

What industry category does your business fall into? *

Start date of Business: *

What is your fiscal year end? *

Website: *

HST *

Not registered for HST

Registered for HST

Annual Filer with quarterly instalments

Quarterly Filer

Monthly Filer

Required

PAYROLL *

No Payroll yet

Weekly payroll

Bi-weekly payroll

Monthly payroll

We process our own payroll

We have a third party who processes our payroll

We offer employee group benefits

We are registered with Workmen's Compensation

We hire subcontractors

Required

Version of QBO *

EasyStart

Essentials

Plus

Advanced

BOOKKEEPING FUNCTIONS NEEDED/TRACKING *

Customer Sales/Invoicing and Payments

Supplier Bills and Payments

Credit Card purchases and payments

Banking

Payroll

How confident are you using your software? *

I'm okay, but need some additional training/support

I don't know it very well and can definitely benefit from some training/support

BOOKKEEPING

Are you aware of what you need to do to follow Canada Revenue Agency guidelines? *

Yes

What is your comfort-level regarding accounting/bookkeeping knowledge *

I have a good handle on it

I'm okay but could use some guidance

I need help to understand it

I'm freaking out because I don't know what I'm doing

I'm good because I have an Accountant that keeps me informed

Where are your business processes (how you do what you do) currently? *

I have processes but have not written them down

I review them regularly to make improvements

I don’t have any processes in place, I just wing it

I’ve never given them any thought

Required

LET'S GAIN SOME CLARITY

What is the main problem we are trying to solve?

What obstacles are currently in your way?

What is the most important thing for me to know about your business? Do you use apps that integrate with QBO?

What are the greatest challenges you are facing right now?

What do you want us to concentrate on immediately?

In your own words, what do you feel you need/want help with? What are your struggles? What have I not asked you that you want to share?

Thank you for taking the time to complete this questionnaire, providing insight on your business and your needs. Once reviewed I will contact you to schedule a call to review available options.

Send me a copy of my responses.

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