Bookkeeping Client Onboarding Questionnaire

Name:

Address:

Phone Number:

Email Address:

Business Name:

Business Address:

Business Phone Number:

Business Email Address:

Employer Identification Number (EIN):

Tax Filing Deadline (Month/Year):

Preferred Tax Filing Method:

Briefly describe your business and what it does:

What type of business entity are you (Sole Proprietorship, LLC, S-Corp, etc.)?

How long has your business been operating?

What is your average monthly gross sales?

How many employees do you have (including contractors, if any)?

Do you outsource payroll processing?

How many bank accounts and credit card accounts do you have (total)?

Do you currently use any bookkeeping or accounting software?

If yes, which software?

On average, how many transactions (deposits, withdrawals, etc.) do you have per month across all your accounts?

Are your tax returns current?

How do you currently handle generating invoices (if applicable)? Would you like us to manage this for you?

How do you currently pay bills? Would you like us to manage this for you?

Do you keep inventory?

If yes, what system do you use to track it?

Are you required to report sales tax?

Do you need assistance with this?

Are there any other bookkeeping services you require beyond basic recordkeeping? (Please specify)

When would you like your bookkeeping services to begin?

What is your preferred method of communication?