SEA TO SUMMIT BOOKKEEPING
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Name
*
First
Last
Email
*
Phone Number
Business Name
Website
How did you hear about Sea to Summit Bookkeeping?
How is your business setup?
Sole Proprietorship
Single-Member LLC
Limited Liability Company (LLC)
General Partnership / Limited Partnership
Limited Liability Partnership (LLP)
S Corporation
Corporation
Nonprofit
How long have you been in business?
Starting out / Less than 1 year
1 – 2 years
3 – 4 years
5+ years
Tell us about your business. What goods and/or services do you provide?
What is the timeframe you will need bookkeeping for?
I need help starting with this month forward
I need help with all this year (Jan. 2023 forward)
I need help with the prior year (2022 and forward)
In your view, what makes now the best time to get help with bookkeeping?
How are you currently doing your bookkeeping?
QuickBooks Online
Xero
Spreadsheets
Other
I am not currently doing bookkeeping
If you selected "Other", please explain.
Are you using your business bank account / credit cards exclusively for business related transactions?
Yes – my business and personal funds are separate
Mostly – I use them for business but some personal funds are mixed
No – I mix business and personal funds, but will separate moving forward
How many business bank accounts do you have?
0 – I will open an account
1
2
3+
Do you have any business credit cards?
No
1
2
3+
How do you accept payments? (Select all that apply)
Cash
Check
ACH / Wire Transfer
PayPal
Stripe
Square
Accounting Software
Other
Which is your motivation for outsourcing your bookkeeping needs?
Saving time to focus on the income producing aspects of my business
Seeing how my business is performing so I can increase profits
I don’t like to do the bookkeeping or I am just not wanting to get involved in it
All of the above!
Another reason
What are your current bookkeeping headaches?
Which best describes your business?
I'm not making sales, but I have some costs
I'm making sales but my costs are higher than sales
My sales are exceeding my costs, but I want to profit more
I'm profiting well, but I would like more
I'm satisfied with my profits
I'm not sure at the moment
Check this box to acknowledge that I do NOT provide any auditing or income tax services.
*
I acknowledge
Will you need help with anything else?
No, just monthly bookkeeping
Yes – Sales Tax & 1099 filing
If we decide that working together is the right fit, how soon would you like to start?
ASAP
Within the next 2 weeks
Within the next month
Still looking around
Do you have any questions or would you like to mention anything else? Once this form is submitted you can expect us to reach out within 48 hours.
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