Questionnaire Fill out the form below to get started! Name * First Name Last Name Email * Phone * (###) ### #### What services are interested in? * Bookkeeping Payroll processing/management Bank and credit card reconciliation Sales Tax Contractor Payroll Other Frequency for Bookkeeping services Monthly Quarterly Annual Payroll Frequency Weekly Bi-Weekly Semi-Monthly Monthly Not Applicable Business Details Brief description of your business, including the products or services you offer. This information will help us understand your industry and how we can best support your needs. Legal Business Name * DBA *If applicable Business Entity * Sole Proprietorship Limited Liability Company (LLC) S Corporation Limited Partnership C Corporation Is there another person we are authorized to speak to? If so, please list their name, title, email address & phone number and what information we can discuss. If partnership-List out all partners and percentages owned Year & State the business was formed Registered Business Address Business Mailing address Are you currently using an accounting software? * Please let us know if your business is currently utilizing any accounting software. This information will help us understand your existing financial management tools and ensure seamless integration with our services. Internal reporting are you on a Cash or Accrual basis? Cash Accrual Not sure How many checking & savings accounts do you have for your business? How many credit cards, loans, lines of credit do you have for your business? Estimated number of bank transactions per month Do you have employees? * Yes No Do you have Contractors? Yes No How many employees/contractors do you have? If not applicable enter "0" Current Bookkeeping Practice * In-House Bookkeeping Outsourced No Current System Do you have an accountant? * Bookkeepers sometimes communicate with the accountant to pass on financial information per client request. Yes No Do you collect and remit sales tax? Yes No If yes-what states & counties do you report sales tax? Please provide any additional information about your business that you think is relevant. * This could include unique aspects of your operations, specific needs, or any other details that would help us better understand and serve your company. Please share any issues or concerns you have with your current accounting processes * Understanding your challenges will help us provide targeted solutions to improve your financial management and address any pain points. What is the best way to contact you? * Please make sure to make an appointment with me after submission. Take advantage of your free consultation! ✅ Thank You for Submitting Your Questionnaire!I’ve received your information and will be in touch with you shortly to get things started.To keep things moving, please make sure to schedule your free consultation if you haven’t already. This helps us go over your needs, clarify next steps, and begin the onboarding process.Looking forward to connecting with you soon!—Top Tier Bookkeeping
