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Bookkeeping Needs Assessment
Please provide details about your business so that we can determine the best bookkeeping service for your business.
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Business Owner Information
Full Name
Your answer
Position/Job Title
Your answer
Cell Phone Number
Your answer
Business Phone Number
Your answer
Email Address
Your answer
Address
Your answer
City, State, Zip
Your answer
Business Information
Company Name
Your answer
Website
Your answer
Address
Your answer
City, State, Zip
Your answer
What is your business type?
Sole Prop
Single Member LLC (one owner)
Multi Member LLC (two or more owners)
Partnership
S - Corp
C - Corp (Corporation)
Clear selection
Does your company currently have a bookkeeping system or process?
Yes
No
Clear selection
Do you have payroll?
Yes
No
Clear selection
Does your sell products, services, or both?
products
services
both
Clear selection
Do you charge sales tax?
Yes
No
Clear selection
Does your business keep inventory on hand?
Yes
No
Clear selection
How many bank accounts (checking, savings, and money market) does your business have?
Your answer
How many credit cards does your business have?
Your answer
Are your financial reports up - to - date?
Yes
No
Clear selection
Are your business tax returns up - to - date?
Yes
No
Clear selection
Describe the service or product your business offers. Include what it is, how you market, type of customers, monthly sales/revenue, etc.
Your answer
Describe your company's vision and mission. How do you see your company?
Your answer
Do you have any short-term or long-term goals for your business?
Your answer
Do you need assistance with budgeting and growing your business?
Yes
No
Clear selection
Is there any additional information you can provide to help understand the type of business you have, you ideal concept for your business, and your business needs at this time?
Your answer
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