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The Tech
Services
Bookkeeping
Payroll
Accounts Payable/Receivable
Compliance
DIY
Testimonials
Resources
About Us
Contact
Get Started
HOME >> New Client Questionnaire
New Client Questionnaire
Please complete this form for us to better understand your accounting needs
"
*
" indicates required fields
Name
*
First
Last
Legal Business Name
*
Email
*
Phone
*
What is the primary reason for contacting us today?
Do you have any other issues or wants for bookkeeping services?
Do you have time to respond to some additional questions?
*
Yes, I do
No, not right now
Additional questions will be shown if you select the option "Yes, I do."
What is your annual revenue?
What are your annual expenses?
How many W2 employees do you have?
How many 1099 contractors do you have?
What accounting software do you use?
QuickBooks Desktop
QuickBooks Online
Xero
Sage
Microsoft Dynamics
Zoho
FreshBooks
Wave
NetSuite
Other
I do not have an accounting software.
Do you use any other software such as payroll, timekeeping, bill pay, or customer relationship management (CRM)? Select any of these that you are using in your business.
QuickBooks Payroll
Gusto
ADP
Paychex
Peoplesoft
Kronos
Patriot
Expensify
Bill.com
T-Sheets
Other
Select All
You listed "Other" to the question above, please fill in your response here.
Do you have any integration issues with your software and systems?
Yes
No
Not sure
Please describe the challenge you are having with integration.
How do you manage your bills/accounts payable?
How do you track expenses and save receipts?
Do you create a budget or forecast for your business?
Yes
No
What does your ideal accounting/bookkeeping service/process look like to you?
How often would you like your accounting updates?
Daily
Weekly
Monthly
Quarterly
Annually
How do you charge your clients or customers for your products or services? Select all that apply.
Invoicing
PayPal
Square
Stripe
Other
Select All
Do you have a contractor onboarding process?
Yes
No
Does this process include collecting W9s or W8s?
Yes
No
Do you file 1099s for eligible contractors?
Yes
No
How do you pay yourself?
Distributions
Guaranteed Pay
W2
Other
What kind of legal/ownership structure does your business have?
Single Member LLC
Partnership
Sole Proprietor
Other
Are you an S-Corp?
Yes
No
Do you review or use your financial statements on a regular basis?
Yes
No
Do you have a favorite accounting or financial report you use on a regular basis?
Yes
No
Anything else you want to add that you think we should know?
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