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Penny Lane U Bookkeeping Questionnaire
JobCosting.com Bookkeeping Prospect Questionnaire
1.
What is your approximate annual Revenue?
2.
Do you struggle with Cash Flow or Profitability?
Under certain circumstances, cash flow and profitability have been a problem
Never
Cash flow and profitability are a serious problem I am looking to remedy
Other (please specify)
3.
What Accounting Software do you use now?
4.
If applicable, what other software do you use that interfaces with your accounting software?
JobTread
Dext/Controllr.ai
Adaptive
Other (please specify)
None of the above
5.
Describe your current bookkeeping and accounting situation -who does your bookkeeping now? how is it going? I want to know as much as you want to share.
6.
Do your books need catch up or clean up?
I don't think so they are pretty current
Yes, they are messy and need a lot of clean up/catch up - 2+months worth
Yes, they just need catch up 2+ months - they are pretty clean before that
I'm not sure
I have a big disaster on my hands - help!
More details if you wish
7.
How important is it to you to have current and accurate financial information about your business that you can use to make decisions?
Extremely important - I highly value my financial data and rely on it
Important but sometimes I get too busy to stay on top of my side of things
Not a high priority for me
It's not been as big a priority to me as it should be and I need help with it
Other (please specify)
8.
What kind of Construction work do you do?
Residential General Contractor - New or Remodel (not speculative)
Commercial General Contractor
Specialty Contractor - Plumbing, Electrical, Decks, Etc.
Speculative builder or developer
Other (please specify)
9.
How Many Employees on Payroll Do You Have?
0 (other than owner)
1-10
11-20
21+
10.
How are you currently handling job-costing reporting? JobTread, QuickBooks, Excel, eTc
11.
How do you currently communicate the job and cost code information about project related costs to your bookkeeper?
12.
Do you use Class Tracking in QBO?
Yes
No
If so, what do you track with classes?
13.
What services are you interested in outsourcing?
Accounts Payable - Job Costing Data Entry in JobTread
Accounts Payable - Job Costing Data Entry in QBO
Accounts Payable - Remitting payments to vendors (electronic and with approval only)
Accounts Receivable - Creating and sending invoices to clients
Accounts Receivable - Receiving payments to invoices and maintaining accurate A/R Balances
Bank Transactions - Bank Feed Management and recording of transactions
Bank Transactions - Reconciliation of bank and credit card accounts
Accounts Receivable - Retention Tracking
Accounts Payable - Retention Tracking
Accounts Receivable - Customer Deposit Tracking
Accounts Payable - 1099 reporting
Subcontractor Compliance - W-9 Collection, Insurance Certificates expiration and follow up
Reporting - Basic Financials - P&L Balance Sheet
Reporting - WIP - over/under billing adjustments
Reporting - Budgeting and Budget vs. Actual tracking
Sales Tax Filing
Payroll Processing
JobTread - Budget Set up and Entry in JobTread
Other (please specify)
14.
When do you need to have a bookkeeper in place?
Immediately
in the next 30-60 days
in the next 3-4 months
not sure
Other (please specify)
15.
What is your approximate Budget for Bookkeeping/Accounting Services per month?
$1000-$1500 per month
$1600-$2000 permonth
$2100-$3000 per month
$3100-$4000 per month
$4000+ per month
Not sure
16.
Please provide your contact info for follow up - you may also email me at penny@jobcosting.com and let me know if there are any contact concerns
Name
Company
City/Town
State/Province
Email Address
Phone Number