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Consultation Questionnaire

Please answer the following questions by typing your answers directly into this form and clicking the submit button below. All answers are required prior to your appointment.

Contact Information

First Name

Last Name

Email Address

Phone Number

Home Address

City

Zip Code

Business Information

Company Name

Company Address

Company City

Company Zip Code

Office Phone

In a few sentences describe your business:

What type of entity is it? LLC, S-Corp, etc.

How many years have you been in business?

How many businesses with different EINs do you have?

On average, what are your monthly gross sales?

How far back does the classification go? How many months? (meaning, where are you with QuickBooks™?

How many bank and/or credit card accounts are involved? And with which institutions?

On average, how many transactions per month? For bank accounts and credit card accounts:

Do you have employees? If so, how many? Do you outsource payroll?

Do you have independent contractors? If so, how many?

Are your tax returns current? When was the last time you filed taxes?

How do you prepare your invoices? And do you want these done for you?

How do you pay your bills? Do you want this done for you?

How many hours per week do you think the work will take?

Why are you changing Bookkeepers or why did your last Bookkeeper leave?

When would you need me to start?

What accounting software are you using? If QuickBooks™, is it desktop or online?

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