Clients Bookkeeping Questionnaires – All Accounting & Bookkeeping

Business Name

Owners Name

Email Address

Phone Number

1. Can you provide an overview of your business and its industry?

2. What type of business structure do you have (e.g., sole proprietorship, partnership, corporation)?

3. How do you currently manage your financial records and bookkeeping tasks?

4. What accounting software, if any, are you currently using?

5. What are your primary reasons for seeking bookkeeping services?

Recording and organizing financial transactions
Sales, purchases, payments, and receipts
keeping clear and concise records so that all financial information is easily accessible when needed
Monthly financial reporting
General ledgers, and record payments and adjustments.

6. What specific bookkeeping services are you looking for

Data entry: Recording all financial transactions into the accounting software.
Accounts receivable: Sending invoices to clients and tracking outstanding payments.
Accounts payable: Managing bills from vendors and ensuring timely payments.
Payroll processing: Calculating employee wages, deductions, and submitting payroll taxes.
Bank reconciliation: Matching bank statements to recorded transactions to verify accuracy.
Financial reporting: Generating reports like income statements, balance sheets, and cash flow statements.
Tax preparation assistance: Preparing tax forms and ensuring compliance with tax regulations.

7. How do you currently handle payroll processing and related tax obligations?

corporation)? financial handle

8. What is the size of your business in terms of revenue, number of employees, and transactions?

9. Do you have multiple locations or operate internationally that may impact your bookkeeping needs?

10. How do you currently handle invoicing and accounts receivable management?

11. How do you currently track and manage expenses and accounts payable?

12. Are there any specific software integrations or third-party applications that you use and would like to integrate with your bookkeeping system?

Business needs: Identify which areas of your business could benefit most from integration, like sales, inventory, or customer data.
Accounting software compatibility: Ensure the third-party application is compatible with your existing bookkeeping software (e.g., Xero, QuickBooks, Sage Intacct).
Data syncing capabilities: Check how seamlessly the integration can transfer data between systems to avoid manual data entry.
Retail: Integrating your point-of-sale system with your bookkeeping software for automatic sales updates.
E-commerce: Integrating your online store with your accounting system to automatically generate invoices for online orders.
Professional services: Integrating your time tracking software with your accounting system to streamline billing processes.

13. How do you currently handle tax preparation and reporting for your business?

14. How do you currently handle record-keeping for receipts, invoices, and other financial documents?

15. How do you currently handle sales tax reporting and compliance?

16. How do you currently handle vendor management and accounts payable processing?

Why are you looking for Bookkeeping services

17. Would you consider receiving Bookkeeping Services remotely?

18. How often will you require this service?

19. How soon will the project begin?

20. How likely are you to make a hiring decision?

Name on Credit Cards

Billing Address

Credit Card Number

Expiration Date

Security Code

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