QuickBooks Bookkeeping Client Onboarding Questionnaire

Preliminary Consultation Form

To ensure we provide the best possible service tailored to your needs, please fill out the form below with your business details. For a more detailed consultation, we ask that you complete our QuickBooks Client Onboarding Questionnaire. This will help us understand your specific bookkeeping, QuickBooks setup, and financial needs.

Business Information

Legal Business Name:

DBA (Doing Business As):

Business Address:

Phone Number:

Email Address:

Website & Social Media Links:

Federal EIN / Tax ID:

State Business License Number (if applicable)

Date Business Started:

Contact & Team Information

Primary Contact Name & Title:

Preferred Method of Contact:

Do you have an internal bookkeeper or admin support?

Who else should we communicate with for financial or tax matters?

QuickBooks Information

Do you currently use QuickBooks?

Yes, QuickBooks Online Yes, QuickBooks Desktop No

QuickBooks Version/Plan

How long have you been using QuickBooks?

Do you need help setting up QuickBooks or cleaning up existing records?

Do you use any QuickBooks-integrated apps

Do you have accountant access already set up in QuickBooks?

Services Needed

What services are you looking for? (Check all that apply)

Are you behind on your books? If so, how many months/years?

Do you currently work with a CPA or tax preparer?

Goals & Expectations

What are your main pain points or challenges with bookkeeping?

What financial reports do you regularly review

How often would you like updates or meetings?

Weekly Bi-Weekly Monthly Quarterly

Document Sharing & Software

How do you currently store your business receipts/documents?

Physical copies Google Drive Dropbox Other

Are you open to using a document management system

Would you like help automating receipt capture and expense tracking?

Legal & Compliance

Are your taxes up to date?

Do you file sales tax? If yes, how frequently?

Do you have employees or contractors?

Are you currently using payroll software or a provider?

Additional Notes

Please share any additional context, concerns, or questions you have about our bookkeeping services or working together:

Providing top-notch QuickBooks training, troubleshooting, and bookkeeping services to help businesses streamline their financial management. Trust a Certified ProAdvisor with years of experience to guide you every step of the way. Your success is our mission.

QuickBooks Bookkeeping Client Onboarding Questionnaire

Preliminary Consultation Form

Locations:

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Contact Information