Business Bookkeeping Questionnaire Moonrise Bookkeepinghello@moonrisebookkeeping.com What is the legal business name? * Full Name(s) of Business Owners * First Name Last Name Main Contact First, Last Name * Phone * (###) ### #### Email * Business Address * Address 1 Address 2 City State/Province Zip/Postal Code Country Best Way to Contact You? * Text Email Call What are your products/services? * Does Your Business Collect Sales Tax? Yes No Unsure In Which State(s) is the Business Registered? * Which Tax form does your business file? * Check the top of your last business filing. The form number is in the upper left corner. What was the last year you filed taxes? * How many bank accounts & credit cards do you use for business? * (including checking, savings and money market accounts) Do you have any business or auto loans? * Auto Business Both Approximately how many transactions do you have each month? * (Incoming and outgoing for all accounts including checks and 3rd party payment processors) Do you use any of the following for business (Check all that apply) * Quickbooks Payments PayPal Venmo Square Stripe Zelle Other app or processor for taking payments 3rd party point of sale system or cash register system CRM or Invoicing software (like Dubsato or 17hats) Payroll service or accountant who runs payroll for you Does your business have employees? * If so, how many? Which Payroll services do you currently use? I work exdclusivly with Quickbooks Online Accounting Software. * If you're on QuickBooks Desktop or another accounting system, no worries, I can migrate you. I already use QuickBooks Online I'm open to switching from my current software I'm not currently open to switching I don't use software for accounting yet If you currently use another accounting software, which one? * Who is currently doing your bookkeeping? * Which bookkeeping services are you most interested in? * Diagnostic Review Monthly Bookkeeping Bookkeeping Clean-up/Catch-up Bookkeeping Consulting Tell me what you're looking for in a bookkeeper? * Thank you!
