Questionnaire / QBO Setup / Services

Business Information

Business Name: *

Industry: *

Business Structure: (Sole Proprietorship, Partnership, LLC, Corporation, Nonprofit, etc.) *

Business Start Date: *

Primary Products/Services Offered: *

Number of Employees or Contractors: *

Business Location(s): *

What are the short-term financial goals of your business? (Examples: Increase revenue, manage cash flow, reduce expenses) *

What are your long-term financial goals? (Examples: Expansion, improve profitability, secure investments) *

How often would you like to review financial reports? (Weekly, Monthly, Quarterly, etc.) *

What key metrics do you want to track? (Examples: Net income, profit margins, cash flow, sales trends) *

What are your primary revenue sources? *

Do you have multiple income streams that need to be tracked separately? *

Do you use invoices for customers? *

Do you require deposits or retainers from customers? *

Do you need to track sales tax? If yes, which tax jurisdictions apply? *

What are your primary expense categories? *

Do you work with multiple vendors or suppliers? *

Do you need to track bills and accounts payable? *

Do you use credit cards, loans, or lines of credit for business expenses? *

How many bank accounts does the business have? *

Do you have any credit card accounts that need to be linked? *

Do you use payment platforms like PayPal, Stripe, or Square? *

Do you need to track inventory? If yes, what inventory system do you currently use? *

Do you manage fixed assets? If yes, how would you like to track depreciation? *

Do you need job costing or project tracking? *

Do you need class or location tracking? *

Do you require custom reports or dashboards? If yes, which ones? *

Do you process payroll? *

Do you use a third-party payroll provider? *

Do you need to track time for employees or contractors? *

Do you need assistance with sales tax setup? *

Do you need help with Form 1099 preparation? *

Do you file income taxes as part of your business operations? *

Do you use any third-party apps or tools that should integrate with QuickBooks? Examples: Shopify, CRM systems, expense management tools *

Do you need help setting up automation for recurring tasks? *

What is your preferred method of communication for financial updates or questions? *

Are there any specific pain points in your current financial process? *

Do you have any preferences or concerns regarding security or access levels for your financial data? *