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Catch-Up Bookkeeping Questionnaire
If you already have a QuickBooks account: Invite taxservicemasters@gmail.com to access your QuickBooks with admin privileges.
1.) Provide our bookkeeper with basic information about your company and needs here on the form below. 2.) Our bookkeeper will review your books and this form after submission, we will send you a bookkeeping service agreement based off your existing books and / or future bookkeeping needs. 3.) We will begin work once the bookkeeping agreement is e-signed, accounts are connected / or bank statements are received.
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Business Name
*
Business Contact Name
*
First
Last
Phone
*
Email
*
Next
The questions below are optional, but will better assist us in quoting you.
If you don't know a question, skip it.
What's you legal tax entity type (choose 1)
I don't have one yet
Sole Proprietor
C-Corp
S-Corp
Partnership
LLC
What type of business or work do you want Catch-Up bookkeeping for?
Example: Construction, Software Development, Coffee Shop, Bakery / Café, Property Management / Vacation Rentals, Ice Cream Shop, Furniture etc.
Approximately how many bank transactions occur in an average month? Include deposits, debits, withdraws, checks, payments.
100 or below.
100 - 200
200 - 400
400 - 700
700 - 1000
1000+
What is the approximate gross monthly sales revenue?
Below $5,000
$5,000 - $10,000
$10,000 - $20,000
$20,000 - $40,000
$40,000 - $60,000
$60,000 - $100,000
Above $100,000
Do you currently use QuickBooks?
Yes
No
How many months / years behind are you?
1 - 6 months behind.
6 - 12 months behind.
1+ years behind.
2+ years behind.
3+ years behind.
Are you interested in monthly bookkeeping after getting caught-up?
Yes
No
Maybe
Interested In any other services?
Tax Preparation
Back Taxes
Tax Amendment
Tax Resolution
Payroll
Start a New Business
Profit and Loss / Income Statement
Other, I will explain
Check any that apply, if none leave blank.
Optional - Upload a bank statement so that we can better quote you.
Click or drag files to this area to upload.
You can upload up to 12 files.
Bank statements can be emailed to: taxservicemasters@gmail.com
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