Name
*
First Name
Last Name
Email
*
Phone
(###)
###
####
How did you hear about us?
Google
Instagram
LinkedIn
Referral
Other
If you were referred to us, who referred you?
Business Name
Business Entity Type
Individual / Sole Proprietorship
LLC (Single Member)
LLC (Partnership / Multi-Member)
LLC (Taxed as S-Corp)
LLC (Taxed as C-Corp)
Corporation
Other / I don't know
What is your business website?
Please give a brief description of your business
How long have you been in business?
What year did you last file taxes?
On what basis do you file taxes?
Cash basis
Accrual basis
I don't know
We work exclusively with Quickbooks Online and Xero. If you don't currently use either of these, are you open to switching from your current software?
I already use Xero
I already use Quickbooks Online
I use another software currently, but want to switch to QBO
I don't have a bookkeeping software in place, and want to start a new QBO file
No, I prefer to stay with my current system
Do you have a tax preparer?
Yes, I have one
I am looking to get one
I do my own taxes
Do you have any employees or subcontractors?
Yes, only W2 employees
Yes, only 1099 contractors
A mix of W2 employees and 1099 contractors
No
What are your bookkeeping needs? (select all)
What additional services do you need? (select all)
We typically have financial reports out to you by the 25th of the following month (eg Sept reports in hand by Oct 25) as long as all information has been received. Does this reporting deadline work for you or do you need a priority report date?
The standard date of the 25th of the following month works for me
I need a priority reporting date
When are you looking to get started with a bookkeeper
Right away!
I'm flexible on timing, but sometime in the next 3 months is ideal
In the 3-6 month range would be good timing
I'm just researching at the moment
Do you have capacity to answer our questions and get us the information we need in a timely manner?
Yes! I'm ready
I'm too busy right now
List any loans that your business has
How do you collect payments from your customers? (select all)
Do you use any apps, online marketplaces or POS systems? (select all)
How do you pay your vendors (select all)
Please tell us your top 3-5 priorities in how we can support your business
Do you have any upcoming deadlines?
Anything else you think we should know?
