Consultation Questionnaire

Thank you for taking the time to complete this form! The average completion time is 5 minutes. We attempt to return all contacts within 24 working hours and will help you schedule a consultation.

First name*

Last name*

Company name*

Email*

Phone*

Preferred method(s) of communication *

Text

Call

Current Business Structure*

Sole Proprietor

LLC

LLP

S-Corp

Corp

Other

What is your current accounting system?*

How long have you been using your current accounting system?*

Are your books current?*

Yes

How many years have you been in business?*

How many employees do you currently have?*

What are your annual operating revenues?*

Which of the following are you interested in?*

General Ledger

Accounts Receivable & Invoicing

Accounts Payable & Bill Pay

Payroll

Human Resources

Online Sales / eCommerce

Manufacturing

Inventory

Financial Reporting

Budgets

Cash Flow

Forecasting

Job Cost

Other

Please check all that apply.

What are your top 2-3 financial goals this year?*

Ex: save for taxes, buy down debt, increase profits, hire assistant, etc.

What is your biggest frustration when it comes to bookkeeping or finances?*

Any other information you would like for us to have?

Thank you for taking the time to fill in your responses.

We attempt to return all contacts within 24 working hours and will help you schedule a consultation.

Porter, TX 77365

+1 346-495-3381

amanda@sensiblebkpg.com

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