Questionnaire Help!

[VAbyNellie]

I am setting up my VA and bookkeeping business at the end of this month. I am trying to create 2 questionnaires: First would be a bookkeeping assessment needs that I would give to clients to better understand their business and give them a quote. Second would be a New Client bookkeeping/quickbooks set up form.

Can anyone help? I am just afraid that I am missing out on asking important questions?

[cdelgado]

I would be interested in seeing the results to your questionnaire for my company as well. If anyone emails you could you please forward the results to me as well.

I appreciate it.

[Balancing Act]

Can you tell us what you have so far?

[VAbyNellie]

this is what I have so far: just want to see if I am missing anything

Bookkeeping Need Assessment Questionnaire

To determine what bookkeeping services are right for you, please complete the following questionnaire:
1. Client Company Information
Company Name: ________________________
Contact Name: __________________________
Address: _____________________________
City/St/Zip: ________________________
Phone: ___________________________
o C Corp. o S Corp.
o Sole Prop o Partnership
o LLC o LLP
Fiscal Year Start Month? _________________________
Tax Year Start Month? __________________________
Owner(s) Names / % ownership ______________________________ _______
2. What is your industry? ­­­­­_________________________ ________
3. What is the company’s approximate annual sales/revenue? _____________________
4. How many transactions do you process per month? (Total of all bills, p.o., invoices, sales orders, etc)? _____________________________
5. Do you collect Sales Tax?
o Yes o No
6. Do you have employees? _____ If so, how many employees do you have? ______
7. Do you intend to use, or are you currently using, QuickBooks? Yes _______ No ______

If yes, which product (QB Online, Pro, Premier, etc) and what version do you use (2011 or earlier year)? ______________________________ _______________

If no, what accounting software do you currently use? ___________________________
8. What are your bookkeeping and or accounting needs? (Check all that apply)
o QB New Company Set Up o Payroll
o Billing and Invoicing o Bank Reconciliation
o Financial Statement Preparation o Sales Tax Preparation
o Daily, weekly or monthly Record Update
o Other ______________________________ ______________________________ ___


9. What financial reports needed for management review? (Check all that apply)
o Profit and Loss o Balance Sheet
o Cash Flow o Aging Reports
o Other ______________________________ _________________
10. Do you pay 1099 vendors (contractors)?
o Yes o No
Approximate #? _______
11. Any concerns about your current bookkeeping system? ______________________________ ______________________________ __________
______________________________ ______________________________ __________
______________________________ ______________________________ __________
______________________________ ______________________________ __________
______________________________ ______________________________ __________
______________________________ ______________________________ __________
______________________________ ______________________________ __________
______________________________ ______________________________ __________
______________________________ ______________________________ __________
______________________________ ______________________________ __________
______________________________ ______________________________ __________
______________________________ ___________

[cdelgado]

THanks so much! This is very helpful!

[BrightBooks]

I always include how many bank accounts and credit cards do you currently have, as well as an average number of transactions for each. I have given quotes before assuming they only had a couple and then later found out they were carrying 15 different credit cards, which all needed to be reconciled.

[VAbyNellie]

Yes definately need to include the credit cards information. Thanks!