Getting to Know You — Red Mountain Bookkeeping

GENERAL INFORMATION

Business Name

Email Address

Business Owners

Type of Business/Industry

How did you get started

If Other, please describe current bookkeeping method used.

BOOKKEEPER TASKS

If Other, please explain.

Invoicing - Average Number of Invoices per Month

Bill Pay - Average Number of Payments per Month

Payroll - Number of Employees

Other - Please explain

BANKING

Total Number of Bank Accounts Managed (including checking, savings, and credit card)

Total Average Number of Transactions per Month (including all income and expenses)

ADDITIONAL INFORMATION

Please explain what you find to be your biggest challenge in regards to your business finances. (Please be as detailed as possible)

What does your ideal bookkeeper look like to you? (Please be as detailed as possible)

What is your monthly budget for bookkeeping services?

$

What additional information do you feel is important to know about you and/or your business?

What do you enjoy in your spare time?

How did you hear about Red Mountain Bookkeeping?