[Insert Your Logo/Company Name]
Bookkeeping Discovery Session
Date: MM/DD/YY
Name:
[Your Name]
Company Name:
[Company Name]
Mailing Address:
[Address]
[Address]
[City], [STATE/PROVINCE] Zip
USA
Phone (Main Office Number):
(xxx) xxx - xxxx
Phone (Your Direct Line):
(xxx) xxx - xxxx
URL:
www.[website address].com
Primary Email Address:
[Primary Email Address]
How did you hear about us?
What stage of business building are you in?
Just an Idea
First Few Years of Business (1 to 3 years)
Established and/or Growing
How did you hear about us?
Briefly tell me about your business. Describe your services, products and/or programs.
[Insert Your Company Contact Info Here – Address, Phone, Website]
[Insert Your Logo/Company Name]
Bookkeeping Discovery Session
How long have you been in business?
< 1 Year
1 to 3 Years
3 to 5 Years
5 to 10 Years
10 to 15 Years
> 15 Years
How is your business structured?
Sole Proprietorship or d/b/a
Solo Member LLC
Multi-Member LLC
S Corporation
C Corporation
Unsure
How many employees work in your business? (Do not include yourself.)
How many independent contractors work in your business?
Do you currently have a bookkeeping tracking system in place?
If yes, describe:
Yes
No
What level of bookkeeping support are you seeking?
I want to fully delegate my bookkeeping
I’m behind with my bookkeeping and want someone to summarize my financial data
I have in-house support, but need additional expertise
Other:
Have you worked with a professional bookkeeper and/or bookkeeping firm before?
Yes
What’s your biggest challenge with your accounting, bookkeeping and reporting right now?
Over the next 12 months, do you expect your business to:
Grow 25% or More
Stay About the Same Size
Shrink by More Than 25%
[Insert Your Company Contact Info Here – Address, Phone, Website]
No
[Insert Your Logo/Company Name]
Bookkeeping Discovery Session
Read the statements below and select how much you agree or disagree with each statement.
I would rather do anything else in my business than my bookkeeping.
Strongly Disagree
Somewhat Disagree
Neither
Somewhat Agree
Strongly Agree
I have systems and processes in place that ensure my business runs smoothly.
Strongly Disagree
Somewhat Disagree
Neither
Somewhat Agree
Strongly Agree
I think of the bookkeeping for my business as an investment in my business
Strongly Disagree
Somewhat Disagree
Neither
Somewhat Agree
Strongly Agree
Every time I begin working with a new client, I adapt my service offerings to the needs of my client, sometimes
providing services I am not comfortable providing.
Strongly Disagree
Somewhat Disagree
Neither
Somewhat Agree
Strongly Agree
When I delegate a task, my staff performs that task to same quality level that I would.
Strongly Disagree
Somewhat Disagree
Neither
Somewhat Agree
Strongly Agree
Training of new staff is easy. I go through the process once and they are able to take the ball and run with it.
Strongly Disagree
Somewhat Disagree
Neither
Somewhat Agree
Strongly Agree
I understand how to read a financial statement and use the information it provides me about my business.
Strongly Disagree
Somewhat Disagree
Neither
Somewhat Agree
Strongly Agree
I would much rather delegate the task of bookkeeping to a qualified professional than have to perform the
bookkeeping myself.
Strongly Disagree
Somewhat Disagree
Neither
Somewhat Agree
Strongly Agree
I understand the difference between a bookkeeper, accountant and CPA.
Strongly Disagree
Somewhat Disagree
Neither
Somewhat Agree
[Insert Your Company Contact Info Here – Address, Phone, Website]
Strongly Agree
[Insert Your Logo/Company Name]
Bookkeeping Discovery Session
I am often worried about cash flow.
Strongly Disagree
Somewhat Disagree
Neither
Somewhat Agree
Strongly Agree
I understand the difference between a bookkeeper, accountant and CPA.
Strongly Disagree
Somewhat Disagree
Neither
Somewhat Agree
Strongly Agree
Do you think it is advantageous to have a budget (even it it’s not formally written down) to which you measure
monthly expenses?
Strongly Disagree
Somewhat Disagree
Neither
Somewhat Agree
[Insert Your Company Contact Info Here – Address, Phone, Website]
Strongly Agree