NotYourAverageBookkeeper

Professional Bookkeeping and much more ...

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Our Complete Information Form

If you are requested to by one of our representatives, please fill out this detailed contact form as completely as possible. If necessary, list any additional information about your specific situation that will help us better understand your business and finances.

We realize that filling out forms takes time, but gathering adequate information up front will help both parties prevent costly mistakes later on down the road.

If you prefer, you can download this document as a Microsoft Word file, print it, and then mail or fax your completed version to us. The file can be found here - DOWNLOAD FILE NOW

Thank You.

---ALL PERSONAL DATA WILL BE KEPT STRICTLY CONFIDENTIAL---







6. When Does Your Fiscal Year End?
8. Have You had a Bookkeeper or Accountant in the Last 2 Years?


9. Please list bookkeeping or accounting contacts here
along with a contact phone number and email

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10. Have You had a CPA in the Last 2 Years?


Please list CPA contacts here along with a
contact phone number and email

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11. Do You Have Employees?


If So, How Many?

12. What is the Company's Approximate Annual Gross Revenue?

13. What is Your Average Number of Customers Per Month?
If you have multiple businesses, pleace specify.


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14. What is Your Average Number of Invoices Per Month?
If you have multiple businesses, pleace specify.


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15. What is the Approximate Number of Vendors for Each Business?


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16. What is the Approximate Number of Checks Written
Per Month for Each Business?


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17. What is the Average Income Per Sale for Each Business?


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18. What Time Periods Will We Be Working With?

Start Date (MM/YY): End Date (MM/YY):

19. Do You Use Separate Bank Accounts for Personal and Business?

If Yes, Please Explain Briefly

20. Do You Reconcile Your Personal or Business Statements?

It is important for us to understand the average number of transactions per month for each bank account. Please list all accounts, the average number of transactions per month, and the month of the most recent reconciliation.

 

21. Bank Account #1

Account Number and Description

Average Transactions Per Month

Last Month Reconciled (MM/YY)

 

22. Bank Account #2

Account Number and Description

Average Transactions Per Month

Last Month Reconciled (MM/YY)

 

23. Bank Account #3

Account Number and Description

Average Transactions Per Month

Last Month Reconciled (MM/YY)

 

24. Bank Account #4

Account Number and Description

Average Transactions Per Month

Last Month Reconciled (MM/YY)

 

25. Bank Account #5

Account Number and Description

Average Transactions Per Month

Last Month Reconciled (MM/YY)

26. Do You Have Copies of Your Bank Statements?

If Not, It Would Be Helpful to Order Copies ASAP

Account Date Ordered
Account Date Ordered
Account Date Ordered
Account Date Ordered

27. Do You Use Separate Credit Cards for Personal and Business?

If Yes, Please Explain Briefly

28. Do You Reconcile Your Credit Card Statements?

 

29. Credit Card #1

Account Number and Description

Average Transactions Per Month

Last Month Reconciled (MM/YY)

 

30. Credit Card #2

Account Number and Description

Average Transactions Per Month

Last Month Reconciled (MM/YY)

 

31. Credit Card #3

Account Number and Description

Average Transactions Per Month

Last Month Reconciled (MM/YY)

 

32. Credit Card #4

Account Number and Description

Average Transactions Per Month

Last Month Reconciled (MM/YY)

 

33. Credit Card #5

Account Number and Description

Average Transactions Per Month

Last Month Reconciled (MM/YY)

 

34. Do You Have Copies of Your Credit Card Statements?

If Not, It Would Be Helpful to Order Copies ASAP

Account Date Ordered
Account Date Ordered
Account Date Ordered
Account Date Ordered

 

35. Have You Made Personal Loans to Your Business?

If So Please Elaborate, Including Total Amount and Monthly Payments

36. Do You Have Bank Loans to Your Business?

If So Please Elaborate, Including Total Amount and Monthly Payments

37. Do You Have the Last Two Years' Tax Returns?

38. Do You Collect Sales Tax?

39. Are Your Sales Tax Payments Current?

If Not, What Do You Estimate You Owe?

40. Are You Under Any Payment Plans?

41. How Many Repeat Customers/Clients Do You Have?

42. Do You Track Inventory?

43. Do You Categorize Your Inventory?

44. Approximately How Many Inventory Items Do You Stock?

45. Do You Pay 1099 Vendors (Contractors)?

If So, How Many?

46. Do You Need a Departmental Profit and Loss?

If So, How Many Departments?

47. Do You Need Budget Reports?

How Many Accounts are Budgeted?

48. Does Your Company Need Departmental Budget Reports?

If Yes, Please Elaborate

49. Does Your Company Need Budget Reports for Each Customer or Job?

If Yes, Please Elaborate

50. Does Your Company Need Job Cost Reports?

If Yes, Please Elaborate

51. Does Your Company Need Cash Flow Analysis?

If Yes, Please Elaborate

52. Do You Use QuickBooks?

If Not, What Other Accounting Solutions Are You Currently Using?
(e.g. Quicken or other accounting software solution, compilation or
bookkeeping services, manual ledger system, etc.)

53. I Am Primarily Interested in Using QuickBooks for:

54. Do You Have Access to Accurate Monthly Profit and Loss Reports or
Year-to-Date General Ledger Balances from Your Previous System?



55. On a scale of 1 to 10, with 1 being no bookkeeping experience and 10 being a bookkeeping expert, rate the average skill level of your QuickBooks users

 

56. Are you interested in using our firm to set up a NEW QuickBooks data file for your company?



If Yes, please answer the following:

a. Will the setup occur in the middle of a calendar year?

b. Will the setup occur in the middle of a fiscal year?

c. Do you already own the appropriate number of licensed copies of Quickbooks?


If not, you can purchase copies of QuickBooks from us at a significant discount.

57. If applicable, do you already own the appropriate number of licensed copies, of other software that we will install or configure? (e.g. QuickBooks POS or a QuickBooks add-on product.)
--If yes, what product(s)?

58. Do You Do Your Own Payroll?

59. Are you currently, or do you intend to use QuickBooks to process your payroll?

If not, which payroll service do you use?

60. Do you bill clients by the hour?


61. Do you use a time tracking program such as Timeslips?

62. Do you feel that you need to be tracking this time?

63. Do you track your contacts with customers and potential customers?

64. Do you use or need a customer relationship program such as ACT?

65. Do you use or need a database program such as FileMaker?

66. Do you need to track specific actions of your company?

67. Are you interested in this sort of software?

68. Do you use a cash register, Point of Sale system, or separate customer billing software?
--If Yes, which one?


And Finally, We Need to Gather Some Information About Your Computer Systems-

 

69. I have a:

70. What operating system? (e.g Windows XP, Mac OS 10.5)

71. Processor Speed

72. RAM

73. Open Space on Hard Drive

74. CD Drive?

75. Zip Drive?

76. Do you back your hard drives on a regular basis?

77. When was your last backup?

78. What system do you use for backups?

79. Do you need multi-user network access?

If so, please elaborate (e.g. how many users, type of network, etc.)

80. Do all users on the network have internet access?
--If Yes, what type of internet, and what speed?

81. Are you considering upgrading your computer system or network?

82. Will our IT department install or configure additional hardware?

--If Yes, which do you have in mind, and would you like us to purchase?

83. Would you consider N.Y.A.B. working on your system remotely?

84. Are you familiar with LogMeIn?


 

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Offices in Beverly, Groveland, Lynn, Medford, Rockport, Stoneham and Manchester MA -- and growing rapidly