Services Questionnaire

Thank you for your interest in working with Mera Bookkeeping! To ensure a productive collaboration, I would appreciate it if you could provide some information about your business. Please take a moment to complete the attached questionnaire.

What is your company's Legal name, Industry, Address? *

How long have you been in business? *

0 - 1 year
1 - 3 years
3 + years

Which bookkeeping software do you use? *

How soon do you need this service? *

Would you be open to receiving bookkeeping services remotely? *

Yes
No

Why do you need to hire a bookkeeper? *

What are your goals, challenges, and struggles? *

Do you have employees? *

Yes
No

What payroll software do you use? *

How many bank accounts and credit cards do you have for your business? *

Do you have Inventory? *

Yes
No

Do you report sales tax? *

Yes
No

How much time are you spending on your bookkeeping? *

How do you record sales or invoice your customers? *

How did you hear about us? *

Services Questionnaire

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