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SERVICE INQUIRY

Contact Information

Business Overview

Annual Revenue Range
Under $200K
$200K - $500K
$500K - $1M
$1M - $2M
$2M - $5M
Over $5M
Business Entity Type
Sole Proprietorship
Single-Member LLC
Multi-Member LLC
S-Corporation
C-Corporation
Partnership
Other

Current Financial Management

Who currently handles your bookkeeping?
I do it myself
Employee/family member
Current bookkeeper/accountant
No one (behind on books)
Other
What accounting software do you currently use?
QuickBooks Online
QuickBooks Desktop
Xero
Excel/Spreadsheets
None
Other
How current are your books?
Up to date (current month)
1-2 months behind
3-6 months behind
6+ months behind
Haven't started bookkeeping

Transaction Volume and Complexity

Approximate monthly transactions (bank/credit card):
Under 50
50-150
150-400
400-800
800+
Number of Bank Accounts :
1-2
3-5
6-10
10+
Number of Credit Cards Used Per Business :
0-1
2-3
4-6
7+
Do you have employees?
No employees
1-5 employees
6-15 employees
16-50 employees
50+ employees
Do you need payroll services?
Yes
No
Already have a provider

Sales Tax + Compliance

Do you collect sales tax?
Yes
No
Not sure
If yes, how many states/jurisdictions?
1 state
2-3 states
4+ states
How do you file sales tax?
Monthly
Quarterly
Annually

Services Needed

What bookkeeping services do you need? (Check all that apply)

Budget + Timeline

What's your monthly budget for bookkeeping services?
Under $500
$500–$1,000
$1,000–$1,500
$1,500–$2,500
$2,500+
Not sure
When do you need services to start?
Immediately
Within 2 weeks
Within 1 month
Within 3 months
Just exploring options
Have you worked with a bookkeeper/accountant before?
Yes, currently working with someone
Yes, but not satisfied with current service
Yes, in the past
No, this would be my first time

Additional Information

Do you have multiple business entities?
Yes
No
What's most important to you in a bookkeeping service?
How did you hear about us?
Google search
Social media
Website
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