Bookkeeping Questionnaire

Published on April 2017 | Categories: Documents | Downloads: 138 | Comments: 0 | Views: 146
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Questionnaire:
1. Approximately how many transactions do you have each month? These include, bank deposits, invoices to clients, purchases made etc....

2.

Do you have a CPA (Certified Public Accountant) to whom we would report?

3.

Do you already have a bookkeeping system or would we be building from scratch?

4.

Do you wish to keep copies of bookkeeping files at your location?

5.

How often would you like to receive financial statements or files?

6.

How often would you require information to be updated?

7.

Do you have any areas of your bookkeeping that you think will require extra focus?

8.

Do you have special inventory software?

9.

Do you have a store location as well as a website?

10. Would you prefer Virtual (scans sent to us), Off-site (you send papers to us) or On-site (we come to your location)?

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