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1. If you are the business owner, how long have you been in the business?
 
Just started
 
1 - 3 Years
 
3 - 5 Years
 
Over 5 Years
 
 
2. How many employees do you have?
 
None
 
1 - 5 Employees
 
5 - 15 Employees
 
Over 15 Employees
 
 
3. How do you currently handle your bookkeeping needs?
 
I have a employed bookkeeper
 
I contract a bookkeeper
 
My family member/relative does it for me
 
I do it myself
 
Other
 
 
 
4. What accounting software do you use?
 
I don't use any accounting software. I prefer paper record keeping
 
I don't have software yet, but I am looking to purchase
 
Simply Accounting
 
QuickBooks
 
Other
 
 
 
5. If you were looking for a bookkeeper, where would you look?
 
Classified ads in local newspapers
 
Yellow Pages
 
Internet search
 
References from people I know
 
Other
 

 
 
6. Before hiring or contracting a bookkeeper what would be essential for you to make decision?
Please rank from 1 (very important) to 5 (not important):
References
Certification or diploma
Experience
Price and value
Convenience (location and extended business hours)
 
 
7. How frequently do you use bookkeeping services?
 
I do not use
 
Daily
 
Weekly
 
Biweekly
 
Monthly
 
2 - 3 times in a Year
 
Once in a Year
 
 
8. What services would you be interested in?

 
Income and expense data entry
 
Accounts payable / Accounts receivable
 
Inventory controls
 
Bank and credit card reconciliations
 
Financial statements and management reports
 
Payroll
 
Government remittances
 
Taxes preparation and filing
 
Other
 

 
 
9. When I officially launch my business, would you consider using my services?
 
No, thanks
 
Maybe. Email me more information
 
Yes, let's talk
 
10. May I contact you when the business is launched?
First Name : 
Last Name : 
Email Address : 
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