CONSULTATION FORM | Apex Bookkeeping

Basic Information

First name

Last name

Phone

Payroll / Employees

[ If you do not have employees skip this section ]

At present, what PAYROLL software are you using?

Please roughly indicate the number of employees you have.

Do you outsource your payroll?

Your Books

At present, what bookkeeping software are you using?

Do you operate your books off of a Cash or Accrual basis?

Cash

Accrual

Operating Accounts

How many bank accounts do you have?

How many credit cards do you have?

How many banking transactions do you process monthly on average?

Do you use services like Paypal, Venmo, Cash App?

Accounts receivable

How do you currently handle generating invoices?

Would you like us to manage this for you?

How many invoices do you process monthly on average?

What is your average monthly gross sales?

Accounts Payable

Do you pay 1099 contractors?

Do you enter payments and bills?

How do you currently pay bills?

Would you like us to manage this for you?

Sales Tax

Are you required to report sales tax?

Would you like us to manage this for you?

Do you keep inventory?

Do you make use of any integrated apps?

Please list all of the integrated apps you use within your business.

Are you looking for Onsite services?

What are your business needs?

Please describe the type of bookkeeping/accounting services you're looking for from us.

When would you like your bookkeeping services to begin?

Month

Day

Year

What is your preferred method of communication?

Basic Information

Company Information

Payroll / Employees

Your Books

Operating Accounts

Accounts receivable

Accounts Payable

Sales Tax

What are your business needs?

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