Bookkeeping Service Interest Form

Thank you for your interest in our Bookkeeping services. Please fill out the interest form below so we can get to know you and your needs.

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* 1. Contact

Name *

Company *

Phone Number

City/Town *

ZIP/Postal Code

Email Address *

Business website url

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* 2. How did you hear about this service?

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* 3. How long have you been in business?

Less than 1 year

1-2 years

3-5 years

6-10 years

10+ years

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* 4. Do any of the following apply to your business?

Minority-owned business

Woman-owned business

Veteran-owned business

None of the above

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* 5. How many employees does the business have?

Just me!

1-2

3-5

6-10

11-20

21-49

50+

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* 6. Please briefly describe what your businesses does:

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* 7. What does your business sell?

Services (time + labor)

Goods (material product)

Both services and goods

Other (please specify)

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* 8. What is your company’s annual revenue?

Less than $10,000

$10,000-$49,000

$50,000-$99,000

$100,00-$299,000

$300,000-$499,000

$500,000 to $999,999

$1M+

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* 9. What system do you use for your accounting needs?

QuickBooks online

QuickBooks desktop

Another type of software

Paper-based system

No system

Other (please specify)

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* 10. When was the last time a bookkeeper reviewed your books?

Within the last month

1-3 months ago

4-6 months ago

6 months to a year ago

More than a year ago

I've never had bookkeeping support

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* 11. What are your bookkeeping needs? (select all that apply)

Set up a new bookkeeping system

Catch up the existing bookkeeping system

Address mistakes

Book expenses

Reconcile bank accounts and credit cards

Payroll

Create efficiencies and streamline the process

Complete an Audit

Other (please specify)

Bookkeeping Service Interest Form

Question Title

* 1. Contact

Question Title

* 2. How did you hear about this service?

Question Title

* 3. How long have you been in business?

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* 4. Do any of the following apply to your business?

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* 5. How many employees does the business have?

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* 6. Please briefly describe what your businesses does:

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* 7. What does your business sell?

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* 8. What is your company’s annual revenue?

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* 9. What system do you use for your accounting needs?

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* 10. When was the last time a bookkeeper reviewed your books?

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* 11. What are your bookkeeping needs? (select all that apply)

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* 12. Is there anything else you'd like us to know?