BALANCED BOOKKEEPING
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Name
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First
Last
Will Sales Tax need to be prepared and filed?
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Yes
No
Not Sure
Do you currently have Quickbooks set up for your business?
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Yes
No
Do you have any contract labor (non-employee)?
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Yes
No
Not Sure
Do you currently us a payroll service?
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Yes
No
Email
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Comment
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Business Type
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Sole Proprietor
Partnership
LLC
S Corp
C Corp
Non-Profit
Not Sure
Approximately how many transactions are there per month?
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Option 1
Option 2
Option 3
How many Credit Cards does the business have?
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0
1-5
More than 5
How many bank accounts do you have?
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0
1-5
More than 5
Type of Industry (What does your business do?)
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Are there any auto notes?
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Yes
No
Not Sure
What are your Fixed Assets?
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Provide your best estimates. If you aren't sure, that's ok too! Just write "Not Sure".
Can you provide a current balance sheet?
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Yes
No
Not Sure
Can you provide a current Profit and Loss Statement?
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Yes
No
Not Sure
Can you provide a current general ledger?
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Yes
No
Not Sure
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