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Heidi – Director of Bean-Counting
Andrew – Data Doyen
New Client Questionnaire for Bookkeeping Services
Number of Years in Business
Industry and Principle Product or Service
Principle (Director, CEO, CFO) decision making contact
Internal Accountant/Bookkeeper/Comptroller contact
What accounting software do you use?
What version is your accounting software?
Do you want to be involved in the day-to-day processing of your bookkeeping?
Have you worked with other accountants, external bookkeepers, or accounting/financial advisors in the past?
Who was the accountant, bookkeeper, or financial advisor that you worked with?
Do you manage or track inventory?
Do you have employees and/or subcontractors?
How many employees and/or subcontractors do you have?
How often do you need to review financial reports?
Do you collect Sales Tax?
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