Intake Quenstionaire - Trust Bookkeeping

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Name

Email

Phone number

Company Name

Company Address

Company Phone Number

What type of entity is your business

What industry does your business operate in?

How many bank accounts and credit cards does your business use?

On average, how many total transactions (bank + credit card) occur per month?

How many invoices and bills do you issue or receive each month?

Do you need integration with third-party apps?

Yes No

How many employees do you have?

Do you need assistance with processing payroll?

Yes Not

Do you need assistance with sales tax?

Yes No

Are you currently using accounting software?

QuickBooks Xero NetSuite Other None

Do you need assistance with managing inventory?

Yes No

Do you require help with managing project-based revenues and expenses?

Yes No

What is your annual revenue?

What is your monthly budget for bookkeeping or accounting services ?

20. What are your current challenges or pain points in bookkeeping/accounting?