Comprehensive Client Questionnaire

1. Client Information

Business Details

First Name

Last Name

Phone *

Email *

Business Name

Business Industry

Annual Revenue

Less than $100K

$100K - $500K

$500K - $1M

$1M - $5M

More than $5M

Years in Business

Primary Business Entity Structure

Sole Proprietor

LLC

Partnership

S-Corp

C-Corp

Non-Profit

Is the business a startup?

Accounting System & Software

Current Accounting Software

QuickBooks

Xero

Wave

Are financial statements regularly prepared?

Yes

No

2. Bookkeeping & Financial Complexity

Business Transactions

Estimated Monthly Transactions

Less than 50

50 - 100

100 - 500

More than 500

Number of Business Bank Accounts

Number of Credit Card Accounts

Do you use multiple currencies?

Yes

No

Payroll & Employee Management

Number of Employees

Do you process payroll in-house?

Yes

No

If yes, what is used to process payroll?

Payroll Provider (if applicable)

Payroll Frequency

Weekly

Bi-Weekly

Semi-Monthly

Monthly

Loans & Financial Obligations

Does your business have outstanding loans?

Yes

No

If yes, how many?

Type of loans

Business Loan

Personal/Shareholder financing Loan

Equipment Loan

Vehicle loan

Other Type of loans

Do you require tracking of interest & principal payments?

Yes

No

Do you have job costing or project management? If yes, what's the number of projects do you have at a moment?

What system do you use to manage projects and which one?

3. Sales & Inventory Management

Does your business sell?

Products

Services

Both

Do you manage inventory?

Yes

No

Do you use an inventory management system?

Yes

No

Do you require Cost of Goods Sold (COGS) tracking?

Yes

No

Sales Channels Used: (Check all that apply)

E-commerce (Shopify, Amazon, etc.)

Retail Store

Wholesale/B2B

Other Sales Channels Used

Does your business use a third-party system to track sales and operations like POS system, project management system? If yes, which system?

Is it currently synced with your accounting software?

Yes

No

4. Tax Reporting & Compliance

Do you need sales tax filing services?

Yes

No

How many states do you collect sales tax in?

Do you require quarterly or annual tax reporting?

Quarterly

Annually

Do you require 1099 filing for contractors?

Yes

No

To landlords, interest payments or any other 1099 filings?

5. Additional Accounting & CFO Services

Do you require CFO-level advisory?

Yes

No

Do you need assistance with financial forecasting?

Yes

No

Are you interested in financial statement analysis & reporting?

Yes

No

Do you require AP/AR (Accounts Payable/Receivable) management?

Yes

No

Do you need assistance with budgeting and cash flow planning?

Yes

No

6. Preferred Communication & Support

Preferred Communication Method

Email

Phone

Zoom Meetings

Other Preferred Communication Method

How often do you require check-ins with your bookkeeper/accountant?

Weekly

Bi-Weekly

Monthly

As needed

I agree to terms & conditions provided by the LedgerFlare. By providing my phone number, I agree to receive text messages from the business.