Bookkeeping Consultation Intake Your name, and the name of your business. * Email * Phone (###) ### #### Are you currently tracking your business finances? If so, how? * Examples: Excel, Google Docs, QuickBooks, Xero, Wave, Pen & Paper,etc... Estimated Yearly Revenue? * Are your business & personal finances being kept separate? * How many bank accounts and/or credit cards are being used for anything related to your business currently? * Loans being used for business? * Include any financing for vehicles, machinery or equipment used in your business. Payroll? * Are you currently running payroll? What provider do you use? Do you need payroll services? What is your biggest struggle when it comes to running your business? * When did you start your business? What type of entity is it? * Example: Sole Proprietorship, Multimember LLC, SCorp, etc... How does your business accept payments? * Please list all ways your business receives money, such as: PayPal, Venmo, Stripe, QBO Invoicing, Square, ACH, etc... How many hours per month do you spend working on your business bookkeeping? * How did you hear about me? * Is there anything additional you feel is important for me to know prior to our meeting? * Thank you!
