Sound Accounts Client Questionnaire

Which of our packages are you interested in? Which of our packages are you interested in? Bookkeeping Payroll Licensing Package Quarterly Reporting Other

Your Business Name

What industry are you in?

Your Name

Your Phone

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What is your business address?

Your Email Address

Who is the primary decision maker?

What is their phone number?

Are you the primary decision maker for this company? Are you the primary decision maker for this company?YesNo

Do you collect sales tax? Do you collect sales tax? Yes No

What is their email?

What inventory software do you use, if any?

Do you track inventory? Do you track inventory? Yes No

If yes, which one(s)?

Do you use a cash register, Point of Sale System, or separate customer billing software? Do you use a cash register, Point of Sale System, or separate customer billing software? Yes No

If yes, approximately how many?

Do you pay 1099 vendors (contractors)? Do you pay 1099 vendors (contractors)? Yes No

Business Entity Type: Business Entity Type:LLCS CorporationPartnershipCorporationSole ProprieterNon-Profit

How many years have you been in business?

What size is your business? What size is your business?Just me! (Owner Operator)Partnership (Just the 2 of us)1-2 employees3-15 employeesMore than 15 employees

How many checking accounts does your business have?

How many savings accounts does your business have?

How many credit cards does your business have?

How many loans, lines of credit, or other liabilities does your business have?

What size is your business in annual sales? What size is your business in annual sales?Brand new – no sales yetUnder $100,000Between $100,000 - $500KBetween $500k - $1 MillionBetween $1M - $5MOver $5M Annual Sales

What is your target annual revenue and how quickly would you like to get there?

How involved are you in your current bookkeeping process? How involved are you in your current bookkeeping process?Very involvedModerately involvedWould like to be more involvedWould like to be less involvedHave a box under your desk (not involved to the point of procrastination)

If any, what bookkeeping software do you use? If any, what bookkeeping software do you use?QuickBooks OnlineQuickBooks DesktopOther cloud based systemOther desktop system

Do you prefer Mac or PC systems? Do you prefer Mac or PC systems? Mac PC Other

What kind of bookkeeping services are you looking for? What kind of bookkeeping services are you looking for? Project cleanup – help me with this mess! System setup/transition Regular monthly maintenance

How urgent is your timeline? How urgent is your timeline?1 - I could wait a few months if need be2345678910 - (1 I could wait 10 My books are on fire and the IRS is beating down my door

Have you worked with a bookkeeper before? Have you worked with a bookkeeper before? Yes No

Anything else you would like to add about what you are looking for? Questions, comments, feedback, etc.?

How did you hear about us?

Would you like to receive helpful business tips each month? Would you like to receive helpful business tips each month? Yes, I would love expert help with my business! No, nothing can help my business (cue sad music)