Client Questionnaire

Please take this brief survey so that Cycle Bookkeeping LLC can have an idea about your business bookkeeping needs.  Complete the form information and feel free to use the comment section to provide information that is important for us to know.  We will contact you after receipt to schedule a call to discuss your bookkeeping needs.  

We sincerely appreciate your time and look forward to speaking directly with you.

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* 1. Company Name and Website?

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* 2. Phone Number and Email?

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* 3. How many employees?  1099s?

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* 4. Which type of business entity is used?

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* 5. What accounting software do you use?

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* 6. How many check/debit transactions do you have each month?

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* 7. Do you enter bills and payments or checks only?

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* 8. How many invoices do you generate each month?  Do you accept credit cards?

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* 9. Do you track inventory in Quickbooks or other software?

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* 10. What three areas do you want to improve in your accounting?

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