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Bookkeeping Needs Assessment

First Name *

Last Name *

Phone *

Email *

Company Name *

Revenue per year: *

Number of Bank Accounts: *

Number of Credit Card Accounts: *

Number of existing loans or lines of credit: *

Average Number of Monthly Transactions Best Guess.

Bank Transactions: *

Credit Card Transaction: *

Do you currently use QuickBooks? *

YES

No, I don’t have any books set up

No, I use another software

Do you use a third party software for any of the following: CRM, Invoiceing, Project Planning, Accounts Recevable, AP? *

Yes, (If yes text box for name)

No

Software Name:

Are there any high-volume transaction periods? *

YES

NO

Have you filed Taxes for the previous year? *

YES

NO

Payroll Information

Do you have a payroll? *

No

Yes, I run it myself

Yes, My accountant runs it

Yes, A payroll service runs it

Number of Employees: *

Number of 1099: *

Frequency of Payroll: *

Do you provide employee benefits? *

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