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Q1 out of 4
Q1. Approximately how many years has your business been actively operating?
*
Less than 1 year
1 - 3 years
3 - 5 years
More than 5 years
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Q2 out of 4
Q2. Are your business and personal finances kept completely separate?
*
Yes, completely separate
Mostly separate, but some overlap
No, they are mixed
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Q3 out of 4
Q3. How up-to-date and organized are your current bookkeeping records?
*
Very organized and completely up-to-date
Reasonably organized, but need some tidying up
Not organized or up-to-date at all
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Q4 out of 4
Q4. Which of the following bookkeeping services do you require for your business?
*
Monthly Bank & Credit Card Reconciliation
Accounts Payable (Bill Payment)
Accounts Receivable (Invoicing & Collections)
Payroll Processing
Sales Tax Preparation
Financial Reporting & Analysis (e.g., P&L, Balance Sheet)
Clean-up of Past Bookkeeping Records
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Answer Summary
Q1. Approximately how many years has your business been actively operating?
None
Q2. Are your business and personal finances kept completely separate? *
None
Q3. How up-to-date and organized are your current bookkeeping records? *
None
Q4. Which of the following bookkeeping services do you require for your business?
None
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Full Name
Company Name
Email Address
*
Phone Number
*
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