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Free Bookkeeping Assessment Form
Full name
*
Email
*
Phone number
*
Company name
*
Company website
Company address
*
Company Industry
*
Number of Employees (Including You)
*
Number of Years in Business?
*
A
1
B
2
C
3
D
4
E
5+
Your Job Title
*
Business Entity Type
*
A
LLC
B
S-Corp
C
C-Corp
D
Sole Proprietor
Tax Filing Method
*
A
Cash Basis
B
Accrual Basis
Employer Identification Number (EIN)
*
Tax Filing Deadline
*
Are Your Tax Returns Current?
*
A
Yes
B
No
Are Your Books Current?
*
A
Yes
B
No
Last Tax Filing Year
*
Main Business Bank
*
CPA & Firm Name
Accounting Software You Use
*
A
Quickbooks
B
Xero
C
Sage
D
Netsuite
E
Other
Payroll Software or Company
*
A
Quickbooks
B
Gusto
C
ADP
D
OnPay
E
Paychex
F
Other
Approx. Monthly Debit/Check Transactions
*
What Types of Transactions Do You Enter?
*
Bills
Payment
Checks
I record my all of my transactions
Other
Do You Pay 1099 Vendors?
*
A
Yes
B
No
Approx. Invoices Generated Mont
*
How are invoices handled?
*
A
I manage them myself
B
I have staff who manage them
C
I use software
D
Other
Would you like for us to manage invoices?
*
A
Yes
B
No
How do you currently pay bills?
*
A
Write checks manually
B
Online Bill Pay (Bank Transfers)
C
Accounting Software
Would you like for us to manage bill pay?
*
A
Yes
B
No
Monthly Gross Sales
*
Number of Credit Cards
*
A
0
B
1-3
C
4-5
D
5-10
E
10+
Number of Business Bank Accounts
*
A
0
B
1
C
2-3
D
3-5
E
5+
Have you worked with a Bookkeeper before?
*
A
Yes
B
No
What services are you interested in?
Core Bookkeeping (Transaction Entry + Monthly Reconciliation)
Accounts Payable & Receivable (Bill Pay & Client Billing)
Financial Reporting (P&L, Balance Sheet, Cash Flow)
Budgeting & Forecasting
Payroll & Contractor Payments
Tax & Compliance Support (Year-End Package, Sale/State/City Tax, Industry Specific Tax Requirements)
We coordinate with licensed tax professionals; prep/filing is out of scope.
Are there any immediate concerns you'd like to discuss
When would you like services to begin?
*
A
ASAP
B
1-2 weeks
C
This month
D
30+ days
Preferred contact method
*
A
Phone
B
Email
C
No preference
How did you hear about Adori Capital?
A
Website
B
LinkedIn
C
Facebook
D
YouTube
E
Instagram
F
Google
G
Referral
H
Word of Mouth
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