Tell me about your business
How is your business structured?
Sole proprietor or single-member LLC
Multi-member LLC or partnership
S-Corporation
C-Corporation
Non-profit
Roughly how many transactions run through your accounts each month?
Every deposit, card swipe, check and transfer counts. A rough guess is fine — check a recent bank statement if you’re unsure.
Under 50
50 – 150
150 – 300
300 – 700
More than 700
How many bank, credit card and loan accounts need reconciling?
1 – 2
3 – 4
5 – 6
7 or more
Cash or accrual accounting?
Cash basis
Accrual basis
Not sure
If you’re not sure, it’s almost certainly cash basis.
A little more about your books
How current are your books right now?
Current — nothing to catch up
1 – 3 months behind
4 – 8 months behind
9 – 12 months behind
13 – 24 months behind
More than 2 years behind
What shape is the existing record-keeping in?
In QuickBooks Online and reasonably tidy
In QuickBooks Online but messy
In spreadsheets or different software
No real records — starting from bank statements
Do you send invoices to customers each month?
No — I get paid at point of sale
A few (1 – 15 a month)
A fair number (16 – 50 a month)
Lots (50+ a month)
In how many states do you file sales tax?
1
2
3
4 or more
About your payroll
How many W-2 employees do you pay?
1 – 5
6 – 15
16 – 30
More than 30
How often do you run payroll?
Weekly
Every two weeks
Twice a month
Monthly
How many 1099 contractors do you pay regularly?
None
1 – 5
6 – 12
More than 12
In how many states do you have employees?
Just one
2
3
4 or more
I need payroll set up or moved from another provider
About your personal tax return
I prepare personal returns — Form 1040 and its schedules. Figures below are annual, not monthly.
How many returns do you need prepared?
A married couple filing jointly counts as one return.
Just one
2
3 or more
Do you itemize your deductions?
No — I take the standard deduction
Yes — I itemize
Not sure
How many states do you file a return in?
None — Texas or another state with no income tax
1
2
3 or more
