All About You!Name* First Last Email* Phone*All About Your Business!Business name* If you don’t yet have one, just put your name here!Does your business operate in more than one state?* Yes No Not Sure Which state(s) are you operating in?* What does your business do?*What service(s) do you offer, what product(s) do you sell? Give us your spiel. What do you love about your business?*What is your least favorite thing about being a business owner?*Why is now a good time to outsource your bookkeeping / find a new bookkeeper?*How long have you been in business?* What's your annual gross revenue?* Did you form an LLC or a Corporation?* Yes No How is your business set-up?* Single member LLC (not taxed as an S-Corp) Partnership S-Corporation C-Corporation Something else/IDK All About Your Books!Are you keeping business and personal funds separate?* Always Mostly Not a chance in hell How many accounts do you have and where?*Are you currently using an accounting software? If so, which one?* Xero QuickBooks Online QuickBooks Self-Employed Wave Nothing/Something else Currently…* I have a bookkeeper but need a new one I do my own bookkeeping and I’m pretty damn good at it I do my own bookkeeping and LOL I should not be doing this No bookkeeping is happening I am starting from scratch What are you looking for?* I need to hire a bookkeeper for monthly bookkeeping I need help with setting-up my books I need bookkeeping training I want to keep doing my own bookkeeping and have someone review it Not sure / something else Are your books up to date?* Yes No Not sure! Do you have employees?* Yes No Answer yes if you are an S-Corp and on payroll as the owner.How many employees do you have?* Count yourself as 1 if you are an S-Corp and on payroll as the owner.Who are you using for payroll?* Gusto ADP Paychex QuickBooks Something else/IDK All About Your Taxes!Are you collecting and remitting sales tax?* Yes No, not liable for it No, but maybe I should be? Who is handling the filing?* I file them myself My accountant/bookkeeper handles this for me Are your annual income taxes up to date?* Yes No Who files your taxes?* I do! I have an accountant that files them Are you currently making quarterly estimated payments?* Yes No All About Cash Flow!How does cash flow into your business?*How do bills and vendors get paid in your business?*Do you bill back expenses to clients?* Yes No Before You Go!Anything else you want to share?CAPTCHAPhoneThis field is for validation purposes and should be left unchanged.
