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Bookkeeping Client Questionnaire
*1.
What is your contact information?
Name
Company
Title
Address
Address 2
City/Town
State
Zip Code
Email
Phone
2.
How long have you been in business?
Less than 1 year
1 year to 5 years
5 years to 10 years
More than 10 years
3.
Please describe products and/or services offered.
4.
What type of company do you own?
Sole proprietorship
Partnership
S-Corp
C-Corp
LLP
LLC
Series LLC
Other (please specify)
5.
Do you collect and pay state sales tax?
Yes
No
I don't know
6.
Do you offer your products and/or services online or via retail stores?
Online
Retail stores
Both
7.
How many employees are currently on the payroll?
8.
What is the average monthly revenue for your business?
9.
How many business bank accounts do you have?
10.
How many business credit cards do you have?
11.
How many business loans do you have?
12.
Do you have any other comments, questions, or concerns?
Thank you for taking this survey.
Thanks for your time! We're sorry you don't qualify for this survey.
 
 
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