First Name *

Last Name *

Phone *

Email *

Let us get to know your business!

Thank you for scheduling time to chat with us! So that we can get to know your business a little better before our call, please provide the information below. This questionnaire was created to get a clear idea of where you are now and where you want to go. It can be nerve-wracking to make a move to a new bookkeeper (or choose one for the first time). Rest assured, we want the same thing as you: a mutually beneficial relationship that's easy to maintain and produces great results.

Let's get started!

Company Name *

Company Address *

Website or Social Media URL *

Are you the sole decision maker in your organization? Please check one *

I am the sole decision maker.I make decisions with my partner(s).Others make the decisions (i.e. Board of Directors).

What is your industry? *

What is your organization's structure? *

Limited Liability Corporation (LLC)S CorpC CorpSole ProprietorshipPartnership (General)Partnership (Limited Liability)Non-ProfitOther

How long has your organization been in business? *

Just starting1-3 years3-5 years5-10 yearsMore than 10 years

Is your current set of books up-to-date and reconciled through last month, for all accounts? *

YesNoDon't knowNot applicable - New Startup

If not, how behind are you? *

How many bank accounts does your organization have (including checking, savings, CD, etc.)? *

How many credit cards does your organization have? *

Does your organization have loans and/or Line of Credit accounts? If so, how many? *

Number of Employees (including yourself)? *

Does your organization have 1099 Contractors? *

YesNo

What accounting software are you currently using? Please list (QuickBooks Online – Simple Start, Essentials, Plus) - Version (Pro, Enterprise, etc.) - Year (only for Desktop). *

What other industry-specific software/apps does your organization use? *

If applicable, what payroll software does your organization use? *

Who handles the bookkeeping for your organization now? *

Please tell us any other information about your business you think is relevant. What is keeping you awake at night? What is your least favorite thing to do in relation to your bookkeeping or your organization's finances? What brought you here today? *

In order to provide you an accurate proposal, we will need limited, read-only access to your bookkeeping application and may ask for additional documentation. Are you okay with this? *

YesNo

How did you hear about Epley & Associates? *

Do we have your permission to send you emails (you can opt out at any time)? *

YesNo