First Name
Email
Phone Number
Business Name
Website
Instagram
How did you hear about ALOE Bookkeeping? (Instagram, Facebook, Google, Friend's Name, Family Member's Name?)
How is your business set up? Sole Proprietorship
Single-Member LLC
Limited Liability Company (LLC)
Other
Is your business taxed as an S-Corp? No
Yes
I'm not sure
How long have you been in business? Just starting / Less than 1 year
1 - 2 years
3 - 4 years
5+ years
Please describe the nature of your business. What do you do/sell? Is this your full-time job or a side venture?
How do you currently keep track of your books? QuickBooks Online
Xero
Spreadsheet
Something else
I'm not currently tracking my books
If Something Else, please explain.
What makes now a good time for you to get help with your bookkeeping?
What time frame are you looking for the bookkeeping service? I need help starting with this month only and going forward
I need help with all of this year (January 2024 forward)
I need help with the prior year (2023 and forward)
I need help with prior years (multiple years)
Approximately how many transactions do you have each month (incoming & outgoing)? Less than 25
26-100
101-250
250+
How many business bank accounts and credit cards do you have, and who do you bank with?
How do you accept payments? (Stripe, Square, PayPal, Cash, Check, Through Accounting Software, Etc.)
Do you have product inventory? No
Yes
Not right now, but I intend to sell products
Are you required to (or should you) be reporting sales tax? No
Yes
Not right now, but I intend to sell products
Do you process payroll, and if so, what payroll processor do you use?
Are your tax returns current? No
Yes
Which of the following is the biggest motivator for outsourcing your bookkeeping? Saving time so I can focus on the parts of my business that produce income
Seeing how my business is doing so I can increase profits
Removing the burden of bookkeeping - something I don't quite understand or do not wish to understand
All of the above!
Something else
Are you willing to make changes to make our process more efficient? (such as: switching banks, discontinuing the use of Venmo, separating business from personal, automating manual processes, etc.)
Do you need help with anything else? No, just monthly bookkeeping
Yes - Sales tax
Yes - Payroll tax
Yes - Both sales tax and payroll tax
Something else
Check this box to acknowledge that we do NOT provide any auditing or income tax services.
Check this box to acknowledge that the monthly fee starts at $350.00 for online service-based businesses.
Check this box to acknowledge that if your current books need to be cleaned up or caught up, there may be an additional set-up fee.
If we decide that working together is a good fit, when will you be ready to start? ASAP
Within the next 2 weeks
Within the next month
Not sure, I'm shopping around
Do you have any questions, or would you like to add anything else? Once this form is submitted, we will reach out to you within the next 3 business days.
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