Let's begin something beautiful.

Having a bookkeeper is like having your own business cheerleader!

This questionnaire will help us understand your business better so that we can have a productive discovery call.

By filling this out, you agree to letting us email you. We won't spam, and you can unsubscribe at any time!

First Name

Last Name

Phone Number

Legal Business Name

Website

Instagram

How did you hear about ALOE Bookkeeping? (Instagram, Facebook, Google, referral, etc.? If a referral, please provide their name so we can thank them!)

How is your business set up?

Is your business taxed as an S-Corp?

How long have you been in business?

Please describe the nature of your business. What services do you provide? What products do you sell?

Which service(s) are you interested in?

How do you currently keep track of your books?

If Something Else, please explain.

Approximately how many transactions do you have each month (incoming & outgoing)?

Who do you bank with, and how many business checking accounts, savings accounts, and credit cards do you have?

How do you accept payments? (Stripe, Square, PayPal, Cash, Check, Through Accounting Software, Etc.)

Do you have product inventory?

Are you required to (or should you) be reporting sales tax?

Do you process payroll, and if so, what payroll processor do you use?

Are your tax returns current?

Are you willing to make changes to make our process more efficient? (such as: switching banks, discontinuing the use of Venmo, separating business from personal, automating manual processes, etc.)

Check this box to acknowledge that we do NOT provide any auditing services, income tax services, or payroll tax filing services.

Check this box to acknowledge that our monthly bookkeeping fee starts at $350.00, and if your current books need to be cleaned up or caught up, there will be an additional one-time fee.

If we decide that working together is a good fit, when will you be ready to start?

Do you have any questions, or would you like to add anything else? Once this form is submitted, you will receive a link to book a Zoom call.

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