services

Getting Started Questionaire

It couldn’t be easier.

Thank you for contacting BookMinders. We are pleased you are considering us to manage your bookkeeping requirements, and we’re eager to get to work on your behalf. To get started, and provide an accurate cost for your bookkeeping services, we need to ask you a few simple questions.

Like everything at BookMinders, we strive to keep our processes streamlined and simple as well as fast and easy for our customers. Please answer the following questions and send this form back to us. Depending on the services you are asking for, we may get back to you requesting further information. In any case, we'll get back to you in a few days to discuss a plan for moving forward with your new BookMinders account.

It’s really that simple.

1) Please tell us about your company.

Your Name

First, Initial, Surname
Company Name
Type of Company


2) Please provide your contact information.

How do you prefer to be contacted?
Telephone
Email

3) What kind of product or service do you offer?

Please provide a brief description of your products or services:

4) How long have you been in business?

I started my business:

Month            Day               Year
I have not started my business yet.
Target date for opening is:

Month            Day               Year

5) When is your fiscal year end?

Fiscal Year

Month            Day               Year
I’m just starting and haven’t established one yet.

6) How are you handling your bookkeeping at present?
Specify Version:
Specify Version:
Specify Version:
Specify Version:

7) Please describe your current bookkeeping arrangements.

I do it when I have the time, which is not often enough.
I record cash in and out, but not much more.
I am on a full accrual basis
Other. Please explain:
Is your current bookkeeping up-to-date?

8) What is your primary reason for selecting BookMinders?








* Please tell us who referred you so we can express our thanks.
Referred by:

Name
Telephone
Email