

Accounting/Bookkeeping Questionnaire



Industry/Business :

Which accounting software do you currently use?


Which expense management tool do you currently
 use?

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Accounting/Bookkeeping Questionnaire

Name

Email

Industry/Business :

Please specify your Industry/Business

What accounting/bookkeeping processes do you currently have in place?

Which accounting software do you currently use?

Please specify the accounting software

Which expense management tool do you currently use?

Please specify expense management tool

How many assets or investment vehicles/franchises or units does your company currently manage?

What is the approximate annual gross revenue?

What is the estimated business expenses per month?

What is the average number of transactions per month?

How often is your financial statements prepared?

What specific accounting and bookkeeping function or services are you seeking from an ideal Accounting/bookkeeping team? Please check all that apply.

Are there any specific challenges or pain points in your current bookkeeping or accounting processes that you'd like us to address?

Please provide any additional information or requirements you'd like us to consider when tailoring our services to your needs.