VIP QuickBooks Clean-Up Package
This is our premium service where we block out our schedule to solely focus on your QuickBooks clean-up and setup. This survey is to make sure that the type of business structure you have and your transaction volume fit within our criteria. Other factors such as current accounting practices and number of bank accounts to reconcile are taken into consideration.

Please fill out this survey to the best of your ability and recollection. The more accurate information provided, the better we are at delivering within the time frame we promise you.
Sign in to Google to save your progress. Learn more
Email *
Organization/Business Name: *
Your Name: *
Your Role in Organization/Business: *
Business Operating Year(s): *
Average Monthly Transactions: *
Total all account payables (outgoing bills/invoices/payroll paid to vendors/contractors) and receivables (all incoming payments including interest, credit card cashback bonuses)
Average Payroll Transactions: *
Of your monthly total transactions, how much comes from payroll?
Average Monthly Turnover (gross): *
Number of Bank Accounts (credit and checking) *
Select All that Apply to Business:
Current Bookkeeping Status: *
Do you current use QuickBooks as your accounting software? *
Has any work been done within QuickBooks ? *
Do you invoice clients within QuickBooks? *
Do you accept payments within QuickBooks? *
Final Question: Do you have a hard deadline the work needs to be completed by? *
It typical takes a few days for clients to collect information and grant us access. Knowing your deadlines will help us help you manage when we need all information by, speed up any pre-work questioning, and appropriately schedule final walk-thru
Submit
Clear form
Never submit passwords through Google Forms.
This form was created inside of Namecheap. Report Abuse
Google Forms