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Rosch Bookkeeping, LLC

Client Form

Hi! Thank you for reaching out! Please take 5 minutes to help me help you. Please tell me a little bit more about your business and your needs.

Company name*

Business Entity*

First name*

Last name*

Email*

Phone*

Address*

How have you been filing?*

When was your business established?

What year was your last tax return filed?*

Briefly describe what your company does:*

How do you file federal taxes?*

Do you currently have a bookkeeper or an accountant?*

How many employees do you have?*

How are your accounts set up?*

Are you using QuickBooks Online?*

What platforms are you currently using to run your business?*

If you are paying employees what payroll software or company do you use?

How many checks and debit transactions do you have each month?*

Do you enter bills and payments or checks only? *

How many invoices do you generate each month?*

Do you pay 1099 Vendors?*

Do you accept credit cards?*

Do you collect sales tax?*

Do you track inventory?*

What services are you looking for us to provide?*

Transaction Entry and Categorization

Client Billing and Invoicing

Payroll

Financial Reports

Year End Reports

Bill Pay

Monthly Account Reconciliation

Sales Tax Filing

Budgeting and Forecasting

Cash Flow Reporting

Inventory Tracking

Clean-Up of Previous Months or Years

Other

What three areas do you want to improve in your accounting?*

In a perfect world, what does your business look like? What are you doing?*

Is there anything else we should know?

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