JavaScript isn't enabled in your browser, so this file can't be opened. Enable and reload.
Bookkeeping Pro Services On-boarding Questionnaire
Please fill out all data that is applicable.
Sign in to Google
to save your progress.
Learn more
* Indicates required question
Email address
*
Your answer
Name (First and Last)
Your answer
Your Business Name
*
Your answer
Company Mailing Address
Your answer
Company Phone Number
Your answer
Cell Phone Number
*
Your answer
Your Company Website?
Your answer
What is your Business Structure & industry?
*
Your answer
Please provide your FEIN (Federal Tax ID#)
Your answer
What size is your business? (number of people)
*
Just me! - Owner Operator
Partnership
1-2 Employees
3-15 Employees
More than 15 Employees
Other:
Required
What size is your business sales?
*
Brand new startup - no sales yet
Under $50,000.00 Annually
Between $50,000 and $100,000
Between $100,000 and $500,000
Between $500,000 and $1000,000
Over $1000,000.00 Annually
Required
How many transactions do you have monthly?
*
Upto 500 banking transactions per month
Upto 1000 banking transactions per month
Upto 2000 banking transactions per month
I have a custom requirements
Required
How many invoices and bills do you have monthly?
*
Your answer
Service Required ( Check all that apply )
*
Books Setup
Bookkeeping Services
Tax Preparation
Budgeting and Forecasting
Full charge bookkeeping including billing and payment processing
Accounting Software Training
Project Management
Other:
Required
Are your tax returns current?
Yes
No
New Start UP - Not Applicable
How many locations & classes do you have?
Your answer
How many business bank, credit card, PayPal, payment processing do you have?
Your answer
How do you prepare your invoices? (Accounts Receivable) - If Start UP N/A
Your answer
How do you pay your bills? (Accounts Payable) If Start UP N/A
Your answer
Do you have payroll? If so, do you use a service? If Start UP N/A
Your answer
Do you have inventory? If Start UP, do you plan to have inventory?
Your answer
Do you report sales tax?
Your answer
Do you use a bookkeeping software currently? If so, Which one?
*
Your answer
Submit
Clear form
Never submit passwords through Google Forms.
This content is neither created nor endorsed by Google.
Report Abuse
-
Terms of Service
-
Privacy Policy
Forms
