Accounting Information and Needs

Accounting Software Used

If using Quickbooks, please indicate Desktop or Online

Payroll Software Used

Approximate number of check/debit transactions you have each month

Which ones do you use?

Bills

Checks

Payments

Other

Do you pay 1099 vendors?

Approximately how many invoices do you generate each month?

Select the ones that apply to you

Accepts Credit Cards

Tracking Inventory

Collecting Sales Tax

Other

Number of Bank Accounts

Number of Credit Cards

Have you worked with a bookkeeping service before?

Select the services you want me to provide?

Client Billing

Financial Statements

Year End Tax Package

State Tax Reporting

Business Start-Up Assistance

Monthly Account Reconcilation

Budgeting/Forecasting

Transaction Entry

Payroll

Business Consulting

Contract Management

Cash Flow Reporting

Bill Pay

Other

Please give details about the service(s) you need from me*

Anything additional not on this form I should know?

STAY INFORMED

First name*

Last name*

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