Client Onboarding Questionniare |

Assess Your Bookkeeping Needs

We strive to provide the right options to maximize the benefit to your company without overpaying for unnecessary features or services. Answer the following questions and submit the form. Your account manager will review and contact you to discuss your needs.

Name

First Name

Last Name

Title/Role

Phone

(###)

###

####

Company Name

Legal business name (if different)

Entity type

Industry

Company Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Message/comments/notes about your company and it’s bookkeeping needs.

General

List the services you use by company (Square, Salesforce.com, etc):

Sales & Accounts Receivable Processes

Check the processes you need within QuickBooks Online:

I/We send estimates.

I/We need only simple invoices without customer tracking.

I/We need custom invoices to track accounts receivable.

I/We create sales receipts.

I/We issue customer statements.

I/We set price levels.

I/We use progress invoicing.

I/We collect multiple currencies.

I/We collect sales tax.

If you collect sales tax, please list cities, counties and states or write “Multiple” and we’ll discuss:

Expenses & Accounts Payable Processes

What’s your average number of transactions per month (approximately)?

Reporting & Tracking

Check each that apply:

I/We create budgets and compare actuals.

I/We need cash flow forecasting.

I/We track profitability by customer or project.

I/We need monthly financial statements.

I/We track key performance indicators (KPI’s).

I/We want certain company users to have reports-only access.

I/We have specialized or industry-specific reporting needs (identify below).

I/We have multiple sources of revenue (identify below).

I/We track multiple locations.

List typical KPI’s you track or want to track:

List any specialized reporting needs you have:

List your revenue sources:

Enter the number of locations you track:

Payroll

About your payroll needs:

We need a payroll service

We use a 3rd party payroll service

We don’t need payroll

Check all that apply to your payroll:

I/We have employees on payroll.

I/We have partners/shareholders on payroll.

I/We have active workers’ compensation insurance.

I/We offer PTO/Sick/Vacation benefits.

I/We offer a retirement plan.

I/We offer health insurance.

Our employees have wage garnishments.

I/We track time.

Payroll doesn’t apply to us.

Paychecks are issued:

Client Onboarding Questionniare

Assess Your Bookkeeping Needs

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