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CLIENT SETUP QUESTIONNAIRE

We'd like to learn more about your business. Please read each question carefully and be as detailed as possible. Thank you!


Company Background

Please enter the full name of the self-employed business, incorporated business, etc.

Please provide a brief description of your business. What type of goods and services do you offer? What industry is your business in?

Please indicate the state of your business. How is the business doing? What issues are currently facing (in regards to financial information)?

If incorporated, please indicate the date of incorporation

Please provide all owners/directors names & % of ownership


Contact Information

Please provide your full name

Please provide the address, province & postal code

ex. (XXX) XXX - XXXX

Please provide your email where we can reach you at.


Cloud Bookkeeping Software & Service

What kind of services are you looking for? Please check all that apply

Which accounting software are you currently using?

If you're currently using a cloud bookkeeping software, please check software addons that apply

Are you using any other software in your business? If so, how are you use them?


Understanding Your Books

Are your books currently up to date?

Please indicate if there are specific issues within your financial records (if applicable)

Did you have a previous bookkeeper and/or accountant? If so, did they provide you with an ending trial balance of your previous fiscal year end?

Please select from the below choices if you are registered and/or remitting for:


Bank Accounts & Reconciliations

How many bank accounts do you have including Paypal? Please describe what you use each bank account for (operating, payroll, sales, etc).

Do you currently use Paypal to pay expenses or receive cash receipts?

Please select all currencies applicable to your business?

Do you have all your bank statements? If not, please order/request copies as soon as possible

Do you complete bank reconciliation? If yes, please indicate the last month completed in the "other" field


Credit Accounts & Reconciliations

Please list any credit cards, line of credits, or business loans used for your business. Also, please indicate the accounts main purpose for the business (if applicable)

Do you have all your credit card statements? If not, please order/request copies as soon as possible

Do you complete monthly credit card reconciliation? If yes, please indicate the last month completed in the "other" field below


Invoicing & Customers

Are you currently invoicing out of your accounting software? If not, how are you currently invoicing your customers?

Approximately, how many customers are you currently working with?

Approximately, how many invoices do you send out on average on a monthly basis?

Business Expenses & Vendors

Are you currently tracking your expenses out of your accounting software? Are are you currently paying your vendors?

Approximately, how many vendors are you currently working with?

Approximately, how many vendors are you currently working with?

Job or Project Costing/Tracking

Does your business require you to do job costing by project? If not, please skip to the next section.

How are you currently tracking job costs?

What requirements do you need to track by job? Check off all that apply.

Business Tracking

Do you require business tracking? (Ex. Tracking by locations, products, services, properties, etc.)

Inventory

Does your business require you to track inventory? If not, please skip to the next section.

How are you currently tracking inventory?

What kind of inventory do you hold? Check off all that apply.

Payroll & Employees

Do you require Payroll services? If not, please skip to the next section.

How many employees do you have?

Which payroll service provider are you currently using?

Business & Personal Expenses

Are you currently using your company bank accounts, credit cards, etc for personal expenses?

Do you have any business expenses paid personally? If yes, please indicate how you're tracking them in the "other" field.

Other Questions

Please indicate any other comments or concerns you may have not addressed in the above questionnaire