Get to Know Your Business Bookkeeping Questionnaire Write a description of your survey here. Select any question below to change it. Then add questions as needed. Question Title * 1. How would you describe your business in a few sentences? (3D design, e-commerce, accounting, marketing, etc.)What is your monthly gross sale? (on average) Question Title * 2. How many transactions per month do you have on average? (Both bank and credit card accounts) 50-100 100-200 200-300 300-400 400+ Question Title * 3. How many bank and/or credit card accounts do you have? 1 2 3 4 5 Other (please specify) Question Title * 4. How are you managing your bookkeeping currently? Excel Quickbooks Online Another bookkeeping software Question Title * 5. Are you up to date with your financial records? Yes No (when is your record last up to date?) Question Title * 6. What would you like to improve?" (Time savings, better reporting, etc.) Question Title * 7. What service do you need me to help with? Transaction Categorization : Categorizing income and expenses Bank & Credit Card Reconciliation : Matching records in Quickbooks with bank statements to ensure accuracy. Sending Monthly Financial Reports : Providing clients with Profit & Loss, Balance Sheet, and other reports. Account receivable tracking : Recording customer invoices and monitoring payments. Account payable tracking : Entering vendor bills and track payments due. Cleanup and catch-up work : Fixing messy books or bringing months of records up to date. Other (please specify) Question Title * 8. When do they need you to start? Date / Time Date Question Title * 9. What's your email address that I can contact with? Next