Getting Started Questionnaire

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Getting Started Questionnaire

Company Info
Business Name:
My Name:
Phone Number
Email Address
Brief description of my business:
Business Address:
Mailing Address (if different):
My CPA is (Name, City, Tel):

Business Info

My business is: Sole proprietor LLC C-Corp S-Corp

My business is: Cash Basis Accrual Basis I don’t know

My fiscal year is:

I track (check all that are applicable): Inventory Sales Tax Payroll Fixed Assets Other

Avg # invoices I cut per month:

Avg # checks I write per month:

Bank Info

My business checking account is with:

My business savings account is with:

My business credit card is with:

I have a line of credit: No Yes,
with

Other business accounts:

Online Banking

I currently use online banking. Yes No

If Yes, check which ones:
Online bill pay
Automatic download of transactions

Merchant Account

I accept credit card payments: Yes No*

If Yes, check which ones: VISA MC AmEx Discover Other

Name of Merchant Account vendor:

*But I would like to accept credit cards in the future: Yes No

Printed Checks

I use QuickBooks to print checks: Yes No**

** But I’m interested in doing so in the future. Yes No

I would like help selecting and ordering checks: Yes No

QuickBooks & Computer Info

I am using/will use QuickBooks on a: PC Mac

QuickBooks Version: Basic Pro Premier - Acct Ed Year:

I own a legal copy of QuickBooks: Yes No

If No, I would help from Linick Consulting purchasing QuickBooks software at a discount: Yes No

Other

The Linick Consulting team offers other services in addition to bookkeeping.

Website

I’d like more information on creating my own website: Yes No

I already have a website, and would like more information on how to increase my site’s visibility in the search engines (such as Google): Yes No

Long Distance

I’d like a free analysis of my long distance bill to see if I can save money by switching to the EarthTel plan: Yes No

I don’t have a toll free number now, but would like a quote on adding one to my business: Yes No

I have an existing toll free number, but would like to hear if lower rates are available on the EarthTel plan: Yes No


Business Info
My business is:	Sole proprietor LLC C-Corp S-Corp
My business is:	Cash Basis Accrual Basis I don’t know
My fiscal year is:
I track (check all that are applicable):	Inventory Sales Tax Payroll Fixed Assets Other
Avg # invoices I cut per month:
Avg # checks I write per month:


Bank Info
My business checking account is with:
My business savings account is with:
My business credit card is with:
I have a line of credit:	No Yes, with
Other business accounts:

Online Banking
I currently use online banking.	Yes No
If Yes, check which ones:	Online bill pay Automatic download of transactions

Merchant Account
I accept credit card payments:	Yes No*
If Yes, check which ones:	VISA MC AmEx Discover Other
Name of Merchant Account vendor:
*But I would like to accept credit cards in the future:	Yes No


Printed Checks
I use QuickBooks to print checks:	Yes No**
** But I’m interested in doing so in the future.	Yes No
I would like help selecting and ordering checks:	Yes No


QuickBooks & Computer Info
I am using/will use QuickBooks on a:	PC Mac
QuickBooks Version:	Basic Pro Premier - Acct Ed Year:
I own a legal copy of QuickBooks:	Yes No
If No, I would help from Linick Consulting purchasing QuickBooks software at a discount:	Yes No

Other
The Linick Consulting team offers other services in addition to bookkeeping.

Website
I’d like more information on creating my own website:	Yes No
I already have a website, and would like more information on how to increase my site’s visibility in the search engines (such as Google):	Yes No


Long Distance
I’d like a free analysis of my long distance bill to see if I can save money by switching to the EarthTel plan:	Yes No
I don’t have a toll free number now, but would like a quote on adding one to my business:	Yes No
I have an existing toll free number, but would like to hear if lower rates are available on the EarthTel plan:	Yes No