Bookkeeping Consultation Questionnaire
Thank you for your interest in doing a FREE consultation with Ecclesiastes Business Enterprise, LLC. Please complete the following questionnaire to help us better understand your bookkeeping needs and how we can best serve you. Once you hit submit you will be redirected to our calendar to schedule your free 30-minute consultation. If you have any issues with this form, please email us at info@eccbusinessenterprise.com.
Contact Information
Name
*
First Name
Last Name
Business Name
*
Business Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Business Website (if applicable)
Instagram Handle (if applicable)
Facebook Handle (if applicable)
LinkedIn Handle (if applicable)
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General Business Information
What industry is your business in?
*
Child Care
Construction/General Contractor
Counseling
Food/Restaurant
Hair Salon/Barber Shop
Legal
Professional Consulting
Real Estate/Property Management
Retail
Other
Briefly describe the products/services your business offers.
*
What is the legal entity of your business
*
Please Select
Sole proprietorship
Partnership
Limited Liability Corporation (LLC)
Multi-Member Limited Liability Company
S-Corporation
C-Corporation
Non-profit
Other
Not Sure
Please provide the name of each company owner and percentage of ownership.
*
example: John Doe - 50% and Jane Doe - 50%
What is your business start date? (month/year)
*
an estimate is okay
What is your annual revenue?
*
Please Select
No Revenue
under $10K
$10K-$50K
$50K-$100K
$100K-$200K
$200K-$300K
$300K-$400K
$400K-$500K
$500K-$1 Million
$1 Million +
Do you own any additional businesses? If yes, please provide the name and description of each additional business.
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Bank/Other Payment Account Details
Please indicate how many of each bank account type you have in the name of the business as well as the name of the bank institution (i.e. Citizens Bank)? If none, put 0.
*
Please select which year your first business bank account listed above was opened.
*
Please Select
2021
2020
2019
Prior to 2019
I do not know
If your first business bank account was opened in 2021, please select which month it was opened.
*
Please Select
January
February
March
April
May
June
July
August
September
October
November
December
Not applicable
I do not know
Please indicate how many credit cards and/or loans you have in the name of the business as well as the name of the lending institution (i.e. Chase Credit Card or SBA Loan)? If none, put 0.
*
Please select which payment accounts you utilize for the business? Select all that apply
*
Intuit/QuickBooks
PayPal
Shopify
Square
Stripe
Waze
Venmo
Zelle
Cash App
None of the above
Other
If you use a POS system, please provide the name of the company and/or software that you use.
Example: Clover, Toast
Have you ever used your personal bank account or credit cards to either collect money or pay expenses for business-related matters that need to be accounted for?
*
Yes
No
Not Sure
Other
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Employees/Contractors
How many employees do you have (paid via payroll)?
*
If you do not currently have employees do you have plans to hire in the future?
*
Please Select
Yes, I plan to hire an employee within 6 months
Yes, I plan to hire an employee within 1 year
No, I do not plan to hire employees
N/A - I already have employees
What payroll provider/software do you use? (if applicable)
*
ADP RUN
ADP Workforce Now
ADP Total Source
ADP Vantage
Gusto
Patriot Software
Paychex
QuickBooks Payroll
SurePayroll
Not Applicable
Other
How often do you run payroll? (if applicable)
*
Weekly
Bi-weekly
Semi-Monthly
Monthly
Not Applicable
Other
How many 1099 contractors do you have?
*
Do you have a process in place to collect W-9 forms from your contractors?
*
Yes
No
Not Applicable
Other
How often do you pay contractors? (if applicable)
*
Weekly
Bi-weekly
Semi-Monthly
Monthly
Not Applicable
Other
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Taxes
Do you have a tax professional/advisor or do you file your taxes on your own?
*
Yes, I have a tax professional/advisor
No, I file my taxes on my own
Other
What is the most recent tax year that has been filed for your business?
*
2020
2019
2018
2017
Other
Do you have to file quarterly estimated payments?
*
Yes
No
Not sure
Other
Is your business required to collect sales tax?
*
Yes and I have a system in place to collect sales tax
Yes but I do not have a system in place to collect sales tax
No, I do not have to collect sales tax
Not sure
Other
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Bookkeeping Details
What software do you currently use to keep track of your financial data?
*
Excel
QuickBooks Online
QuickBooks Desktop
Freshbooks
Xero
Sage
None
Other
Who currently handles the bookkeeping for your business?
*
What is the average number of financial transactions processed per month?
*
Please Select
0-50
50-100
100-200
200-300
300-400
400-500
500 +
Not Sure
Helpful Tip: Most bank statements show the total number of transactions that took place in that month. Take a look at your last 3 bank statements to calculate your average.
Please briefly describe what motivated you to schedule this bookkeeping consultation?
*
Please select which type of support you are looking for? (select all that apply)
*
Bookkeeping Cleanup
QuickBooks Online Account Setup
Monthly Bookkeeping
Accounts Payable (pay company bills)
Accounts Receivables (send invoices to customers)
Payroll
Budgeting/Forecasting
Other
Please provide any additional information that would be helpful to know ahead of our consultation call.
How did you hear about Ecclesiastes Business Enterprise, LLC?
*
WBEC-East
True Access Capital
Entrepreneur Works
Google Search
LinkedIn
Instagram
Facebook
Other
How did you hear about Ecclesiastes Business Enterprise, LLC?
Please Select
WBEC-East
True Access Capital
Entrepreneur Works
Google Search
Instagram
Facebook
LinkedIn
Other
Bookkeeping Consultation Summary
What motivated you to start your business?
Business Overview
Bank Accounts, Credit Cards, Loans, Other Payment Accounts, POS Systems
Personal Accounts
Employees/Contractors, Payroll System
Taxes
Current Bookkeeping State
Desired Bookkeeping State
Other Notes
Proposed Service/Next Steps
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