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Tax Preparation Assistance for Busy Entrepreneurs
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We would love to get to know more about you! Please take a few minutes to complete this questionnaire. Thank you!
What is the name of your business?
Primary contact name
How is your business organized?
Limited Liability Company
Do you have a bookkeeper?
Why are you changing bookkeepers or why do you want to use a bookkeeper now?
How many decision makers are there?
Enter the names and titles of all decision makers in your business, including yours, even if you are the only decision maker.
What services are you looking for?
Quarterly Financial Statements
Monthly Financial Statements
Monthly Account Reconciliation
Weekly Account Reconciliation *
One-time Catch Up work for tax preparation
Accounts Payable Management *
Accounts Receivable Management *
Cash Flow Forecasting *
Check all that apply. Add on services are marked with an asterisk.
Which date would be an ideal start date for you?
MM slash DD slash YYYY
Are you looking to start immediately or after a specific date? Enter that date here. If you wish to start immediately, enter today's date.
Are your books currently up-to-date?
Are you reconciling your accounts?
Is this you or someone else in your business?
When were the accounts last reconciled?
My books are to date!
Within the last month
Within the last 3 months
Within the last 6 months
Are your taxes up-to-date?
Which bookkeeping application do you use?
If you have chosen, "Other," please enter the name of your software here.
Would you consider changing your application?
Yes, if it means it will make things easier
I had not thought about it, but, sure
No, I am pretty happy with it
How do you organize your receipts, invoices and statements?
Do you save them in a folder or box or do you store them electronically in some way?
Who currently prepares your business and personal taxes? Is this a good relationship?
Do you have payroll?
Yes, 1 - 5 employees
Yes, 6 - 10 employees
Yes, more than 10 employees
Who provides your payroll service?
If you chose Yes above, add your payroll provider and any comments you would like offer.
What accounting method are you currently using?
Cash basis is usually used for taxes.
How much time do you personally spend doing bookkeeping?
Please enter a number from
Express this answer in terms of the number of hours per month
Are you keeping personal and businesses separate?
Are you paying bills on time?
No, I would like help with this.
What is your least favorite thing related to bookkeeping or your business's finances?
What are your pet peeves in terms of professionals who support and serve you and your business?
Is there anything you would like to add which we have not covered?