Let's Get This Party Started!

This questionnaire will help me understand your business better so that we can have a productive discovery call.

Step 1: Please complete the following questionnaire

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Name *

First

Last

Email *

Phone *

Business Name *

Website

Business Type *Sole ProprietorSingle Member LLCLLC PartnershipLLC Corporation

Is your business taxed as an S-Corp?NoYesI don't know what those words mean.

How long have you been in business? *I'm just starting up1 - 2 Years3 - 4 Years5+ Years

Tell me a little about your business. *

How do you currently keep track of your books? *I am not currently doing any bookkeepingIt's all in my headExcel / Google SheetsQuickBooks OnlineOther - Please explain below.

If you selected Other, please explain.

Do you have employees (payroll)? *

• Yes
• No

If so, how do you perform payroll?Not ApplicableIntuit Full Service PayrollGustoOther 3rd party ServiceI calculate it myself

Are your tax returns current? *

• Yes
• No

How many bank accounts and credit cards do you have? *

Approximately how many transactions do you have each month (incoming & outgoing)? *Less than 2526-5051-100100+

Do you have inventory? *

• Yes
• No

Do you report sales tax? *

• Yes
• No

How do you currently accept payments or invoice your customers? (Stripe, Square, PayPal, Cash, Check, Through Accounting Software, Etc.)

Do you have any loans or leases and if so, how many? *

Which of the following is the biggest motivator for outsourcing your bookkeeping? *Saving time so I can focus on the parts of my business that make moneySeeing how my business is doing so I can increase profitsI am better with a polisher than I am with my numbersYep, all of the aboveSomething else

Which services are you interested in? *

• I am starting a new company, and I want to set up my bookkeeping correctly from the beginning.
• My books are a mess and I need help.
• I just need you to check over what I have done on a monthly/quarterly basis.
• I just want training on how to do my own books correctly.
• Monthly full-Service bookkeeping

Do you have any questions, or would you like to add anything else?

If we decide we are a good fit for each other, when would you want to start?YesterdayNext two weeksIn the next monthI am just shopping around, I am not ready to decide

Check this box to acknowledge that we do NOT provide any auditing or income tax services. *

• I understand

How did you hear about us?ReferralFacebookGoogleQuickBooks Online ProAdvisor Listing

If you were referred to us, who should we thank?

Let's Do This!

Step 2: QuickBooks Online Invitation

Step 3: What's Next?