New Client Questionnaire | Greco Bookkeeping Solutions

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1. Client & Business Information

Contact Name *

Business / Organization Name

Phone

Email *

Website

Years in Business

Business Type

Approximate Annual Revenue / Budget

Briefly describe your business / organization

2. Your Bookkeeping Needs

What prompted you to look for a bookkeeper now?

What is your biggest bookkeeping or financial challenge?

Who currently handles the bookkeeping?

What would you most like us to take off your plate?

3. Current Bookkeeping

Accounting Software

How current are the books?

Last Reconciled Month

Approximate Monthly Transactions

Number of Bank Accounts

Number of Credit Cards

Loans / Lines of Credit

Personal & Business Expenses Mixed?

4. Services You May Need

Other services needed

5. Payroll, Contractors & Tax

Number of Employees

Payroll Provider

Number of Independent Contractors

1099 Tracking / Prep Needed?

CPA / Tax Preparer

Are All Prior-Year Returns Filed?

Has your CPA / tax preparer identified bookkeeping issues? If yes, please explain.

Would you like us to coordinate directly with your CPA / tax preparer?

6. Nonprofit Clients — complete if applicable

Tax-Exempt Status

Fiscal Year End

Approximate Annual Budget

Donor Management System

Board Reporting Frequency

Who Prepares Form 990?

Audit / Review Requirements

Special grant, fund, donor, or board reporting requirements

7. Communication & Expectations

Preferred Communication

Preferred Frequency

Primary Contact

Desired Monthly Close / Report Date

What would a great bookkeeping relationship look like to you?

What wasn't working with your previous bookkeeping arrangement?

Is there anything else about your books, business, or financial situation you think we should know before we meet?

Your information will be sent directly to Greco Bookkeeping Solutions.

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