Streamline Questionnaire - Streamline Accounting & Business

Submit your answers to the following questions so we can learn more about you, provide you further information specific to your needs, and start the customized fixed-price quote process.

Name *

First

Last

Email *

Email

Confirm Email

Business Name *

Business Website Address *

Business Industry *

Business entity (choose one)? *

Sole Proprietor
LLC
S-Corp
C-Corp

Single Line Text

Computer Operating System? *

Financial Accounting Software? *

i.e. QuickBooks Desktop Pro, QuickBooks Online, Wave, Sage, SAP, Xero

For QuickBooks Desktop users only:

What year is your QuickBooks Desktop software?

Tell us how you feel about your business? Is it growing, changing, or stagnant?

What do you love most about your business?

What is your least favorite part of being a business owner?

Have you worked with a bookkeeper or accountant before? If yes, what were your positive and negative experiences? *

Do you work with a CPA for your income taxes? *

When is the last year your taxes were filed? *

Do any of the following apply (check all that apply)? *

Total number of bank, credit card, and loan or lease payable accounts you have? *

Account reconciliation status? *

All accounts up to date
1 or 2 months behind
3 or more months behind
Never reconciled

Level of confidence in the accuracy and completeness of your accounting data (i.e. high, medium, low)? Please explain.

What do you use to create invoices? *

How many hours per week do you estimate your bookkeeping will take? *

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