Tell Us Your Bookkeeping Story...

Thank you for your interest in Prosperity Bookkeeping LLC. We know you are a busy business owner and have no time to spare, so the first step in our scheduling process is a little exploration to ensure we

are a good fit for your organization. Please thoughtfully complete the following questionnaire. It will help us greatly in determining whether or not we can accommodate your needs.

We understand some of the questions may be difficult to answer. Don't worry! We've seen all sorts of bookkeeping scenarios. By being honest, we can help you in solving your bookkeeping pain. It is

important for us to know all the facts so that we can properly understand your needs. Give us the big, the bad and the ugly.

We will be in touch with an invitation to schedule a consultation upon receipt of your bookkeeping story.

Email *

First Name *

Last Name *

Company Name: *

How did you hear about us? *

If other, please explain:

What industry is your business or organization in? *

If you heard about us by referral, whom should we thank?

What has you frustrated, worried or concerned about your bookkeeping process or financial reports? In other words, what prompted you to contact us? *

What do you see as a successful outcome to the pain you are experiencing? *

We are a virtual bookkeeping firm, which means that we provide bookkeeping services for our office rather than from your office. We do this using various forms of cloud-b technology and scanned documents and receipts; and, it works exceedingly well for our clients.

Is this an arrangement that will work for your organization? (If you need additional information before deciding, select maybe). *

If you answered "maybe" to the previous question, please explain your hesitation.

How long have you been in business? *

Do you have sufficient cash to cover all expenses and payroll? *

Although we strive to keep all of our clients satisfied and happy, we understand that there may be circumstances that cause a relationship to breakdown.

Please tell us why you are looking for an alternative to your existing financial team?

Who is your current bookkeeper? *

Who is your current tax preparer? *

We do not offer tax preparation services in our firm. Will you be keeping your existing relationship with your tax preparer; or, will you be looking for a replacement? *

If you have found a new tax preparer, who is it and when will the transition take place? *

Are your books up to date at least through the end of the previous month? *

Yes

If your bookkeeping is not up to date, please explain why and how far you are behind.

Are you current with all tax filings (i.e. Payroll Remittances, Sales Tax, Corporate Tax, etc.) *

Yes

If your organization is behind on tax filings, please indicate why and how many periods are filed/paid.

Which accounting software/app are you currently using? *

If other, please explain:

Do you feel your current accounting software meets your business needs? *

Yes

If your accounting package does not meet your needs, please explain:

How often do you check your email? *

At least once per day

Other:

If other, please explain:

Have you used any of the following for having a virtual meeting before? *

How likely are you to be diligent about scanning invoices and receipts within one week of obtaining them? *

Unlikely

Somewhat likely

Pretty likely

Bookkeeping touches many different areas of your business' finances. Please select the areas you would like Prosperity Bookkeeping to assist with.

Unchecked answers should be areas you want to retain in-house or are not applicable at this time. (We can get more specific within each area later in the process) *

When would you like for us to review your bookkeeping? *

Please provide any details on your timing. For instance, an upcoming year-end, sales tax filling, etc. *

Additional comments (information that will help us better understand your business) *

Whether or not we decide to do business together, we occasionally send out some useful tips and timely updates regarding business finances and bookkeeping.

Do we have your permission to add you to our mailing list? We promise not to overwhelm you and we always keep it short and sweet. *

Yes, I love learning new things!

No thank you.

Enter your promotional code here (if applicable)