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New Client Bookkeeping Application
This application helps me better understand your business, bookkeeping needs, and goals before our consultation.
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Name of your business?
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What industry are you in?
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Website and/ or instagram
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Tell me a little but about your business
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What platforms do you sell or operate through?
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A
Shopify
B
Etsy
C
Amazon
D
Square
E
In-person only
F
Wholesale
G
Other
How do you hear about me?
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A
Instagram
B
Threads
C
Website/ Search
D
Referral
E
Online Directory
F
Other
Business Structure + Tax
What type of business entity are you filing taxes as?
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A
Sole propritership
B
LLC Single Member
C
LLC Partnership
D
LLC taxed as S-corp
E
Corporation
F
Not sure
G
Other
Are your tax returns current? When was the last time you filed taxes?
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Do you collect Sales Tax?
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A
Yes
B
No
Do you hold inventory?
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A
Yes
B
No
Financial Infrastructure
Do you keep your business and personal finances separate?
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A
Yes, they are fully separate
B
Mostly, but there are occasional mixed transactions
C
No, but I am willing to separate them
How many business checking, savings, and credit cards do you have?
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Do you use any 3rd-party payment apps?
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Do you have any employees and/ or contractors?
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Just me, paid through owner’s draws or distributions
Just me, paid through payroll
W-2 employees
Independent contractors
No employees or contractors
How do you currently manage your books?
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Do you currently have a QuickBooks Online subscription?
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A
Yes
B
No, but willing to get it
C
No, prefer another software
Would you be open to using secure cloud-based tools for bookkeeping collaboration and document uploads?
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A
Yes
B
Maybe / Need more info
C
Prefer current process
Approximately how many monthly transactions do you have?
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A
Under 100
B
100–300
C
300–700
D
700+
E
N/A
Your Goals & Priorities
What type of bookkeeping services are you looking for?
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Bookkeeping Catch up/ clean up (get your books current)
Monthly bookkeeping (ongoing - done for you service)
Quickbooks set up or Quickbooks Health check (review your Quickbooks)
Other/ Not Sure
How up-to-date are your books currently?
A
Current
B
1–3 months behind
C
3–6 months behind
D
6–12 months behind
E
1+ years behind
F
Not Sure
What is your approximate monthly revenue?
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A
Under $5k
B
$5k–$20k
C
$20k–$50k
D
$50k+
E
Prefer not to say
By what date do you need your books cleaned up? (if applicable)
When do you want me to begin your bookkeeping?
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Which types of support are you interested in? Select all that apply.
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Basic compliance (tax-ready books)
Monthly bookkeeping + reporting
Strategic support / advisory
Not sure
What’s your biggest bookkeeping or financial challenge today?
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How urgent is your bookkeeping need?
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A
ASAP (behind on books)
B
Within 30 days
C
Within 90 days
D
Just exploring
What would success look like after working with Rebirth The Books?
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Is there anything else you would like to share with me? Any questions you have?
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Submit
