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Questionnaire

    Are you currently using Quickbooks?. If no, the next question is not applicable. If yes, the next question is applicable.

    If yes, would you allow me to review your Quickbooks file?

    Are your books up to date? If yes, next question does NOT apply. If no, next question must be answered.

    If you don’t know above, can you provide a sample of bank statement for each in PDF?

    Do you outsource payroll? If no, next question does not apply. If yes, next question must be filled.

    Do you have independent contractors? If no, next question does not apply. If yes, next question must be filled.

    Do you want independent contractors handled by us?

    How do you prepare your invoices?

    Do you want us to do the invoices?

    Do you report sales tax?

    Do you want us to handle sales tax for you?