Bookkeeping & Accounting

Business Information

Business Name *

What Type of Business (e.g., LLC, Corporation, Sole Proprietorship) *

Industry or Type of Business Activity *

Accounting Needs

Which Service Do You Need Assistance With? *

Monthly Bookkeeping

Financial Statement Preparation

Tax Preparation

Budgeting and Forecasting

Are you behind on bookkeeping? *

Yes

No

Transactions and Accounts

Approximate number of monthly transactions *

Number of business bank accounts and credit cards *

Do you need help reconciling accounts? (Yes/No) *

Yes

No

Software Preferences

Do you currently use bookkeeping software? (Yes/No) *

Yes

No

If yes, which software?

Reporting Needs

What financial reports do you require? (e.g., Profit & Loss, Balance Sheet) *

Are there specific metrics you want to track? *

Additional Information

What are your biggest pain points with bookkeeping/accounting?

Any additional services you’re interested in (e.g., payroll, tax strategy)?

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