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SERVICE INQUIRY
Contact Information
First name
*
Last name
*
Email
*
Phone
*
Best Times to Contact
*
Business Overview
Industry / Type of Business
Years in Business
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)
*
Monthly bank reconciliations
Accounts payable management
Accounts receivable management
Monthly financial statements
Payroll processing
Sales tax preparation and filing
1099 preparation
Business tax return preparation
Personal tax return preparation
Tax planning and strategy
QuickBooks setup
Financial analysis and reporting
Catch-up/cleanup work
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
What's your biggest bookkeeping challenge right now?
*
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
If you've worked with someone before, what went wrong or what would you want done differently?
Additional Information
Do you have multiple business entities?
*
Yes
No
If yes, how many?
Do you have any special industry requirements or compliance needs?
What's most important to you in a bookkeeping service?
Accuracy and attention to detail
Responsiveness and communication
Cost/value
Industry expertise
Technology and reporting
Other
How did you hear about us?
Google search
Social media
Website
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I was referred by:
Submit
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