Business Questionnaire

First Name

Last Name

Phone

Tell Me About Your Business

Are you currently using Quickbooks Online? (Not Desktop version) Please keep in mind that I only work with Quickbooks Online at this time. *

Yes

Business Name

What Industry is your Business in?

Type of Entity

How long have you been in business?

Average Annual Gross Sales

Do you track Inventory for your Business? *

Yes

How many Business Bank Accounts do you have?

How many Business Credit Cards do you have?

How many Business Loans?

Although I work with Clients all across the United States, please share what City and State in which you are located.

Does your Business have more than one location? *

Yes

What Time Zone are you in?

Which Merchant Services Provider or Point of Sale system (s) are you using?

If you have Employees, what Payroll Service are you using?

What is the current state of your Quickbooks Online? Are you current, 6 months behind, etc.?*

What is the last year you filed Business Income Taxes?

What is your biggest struggle that I can help you with? Please explain.

Which Services are you interested in? * Required

Catch Up / Clean Up

Monthly Bookkeeping (Categorization & Reconciliation)

Payroll Processing

1099 Processing

New Quickbooks Online Set Up

QBO Training or Troubleshooting

How did you hear of QBO Cleanups, LLC? (Facebook, Linked In, Direct Mailing, etc.)

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