Name *

First Name

Last Name

Phone

(###)

###

####

Type of Company

LLC Sole Proprietor

LLC Partnership

LLC S-corp

C-corp

Other

Platform

QuickBooks Online

QuickBooks Desktop

Last completed financial statements date:

MM

DD

YYYY

Last date books were closed:

MM

DD

YYYY

Have you worked with other accountants, external bookkeepers, accounting/financial advisors in the past?

Yes

No

If you have employees, do you use a payroll processor?

Yes

No

How often do you need to review financial reports?

(and feel a high level of confidence that the numbers are as accurate as possible; including: bank and credit card accounts reconciled, customer and vendor balances accurate, and/or inventory valuation is accurate)

Daily

Semi-weekly

Weekly

Biweekly

Monthly

Quarterly

Annually

Do you collect sales tax?

Yes

No

Do you track or want to track all direct expenses related to a customer/job?

Yes

No

Do you pay sales commissions?

Based on volume, profit, and/or other.

Yes

No

Does your accounting software connect with or sync to other software or applications?

Yes

No

Do you need to report to other entities besides governmental entities?

Yes

No

How do you want to track your books?

Cash-Basis Only

Accrual-Basis Only

Both

Other/Hybrid

What bookkeeping work are you interested in?

Creating Estimates and/or Sales Orders

Creating Invoices

Creating Purchase Orders

Making Inventory Adjustments

Creating Bills (Accounts Payable)

Paying Bills with Checks and Printing the Checks (Previously Entered)

Paying Bills with Checks or Online Bill Pay (Previously Entered)

Preparing or Approving Timesheets

Preparing Paychecks

Paying Payroll Liabilities

Filling State and Federal Payroll Forms

Paying Sales Tax Liabilities and/or Preparing Sales Tax Forms

Marking Previously Entered Bills as Paid Using Manual Checks or Electronic Payments

Entering Bank Transactions and Reconciling Bank Account(s)

Entering Credit Card Transactions and Reconciling Credit Card Account(s)

Creating or Querying Custom Reports

Preparing Standard Financial Reports