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MEET
HEIDI

Heidi B. Advanced Certified QBO ProAdvis

Contact me for a free consultation

MEET
HEIDI

Heidi B. Advanced Certified QBO ProAdvis

Contact me for a free consultation

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Bookkeeping Waitlist Request

To ensure our service offerings meet your business needs, please check out:

What We Do and Who We Support

The following questions are designed to help communicate what your bookkeeping needs are. If you won’t need our support in a certain area, simply note, “n/a”.

The answers provided in this form will be kept confidential.

What is your name?

What is your business name?

What is your business structure? *

Individual / Sole Proprietorship

Limited Liability Company (LLC), Single Member

Limited Liability Company (LLC), C-Corp Tax Classification

Limited Liability Company (LLC), S-Corp Tax Classification

Limited Liability Company (LLC), Partnership Tax Classification

C-Corporation (C-Corp)

S-Corporation (S-Corp)

Partnership

Non-Profit

Other

What is your email address?

What is your phone number?

How did you hear about us?

What accounting software are you using? *

QuickBooks Online

QuickBooks Desktop (please note: Transition from QB Desktop to QB Online is an option, but monthly bookkeeping in QB Desktop is not offered.)

Other

Are your taxes filed based on Cash or Accrual Basis? *

Cash Basis

Accrual Basis

Unknown

What are your bookkeeping pain-points?

How many bank accounts does your business have (including checking & savings)?

How many credit cards does your business have?

Are there any loans to track principal & interest on? If so, how many?

How many total transactions have there been on average the last few months (including deposits, checks, credit/debit card swipes, etc.)

How many checks are written on average per month?

What different types of revenue sources need to be tracked (i.e. Cash, Checks, Point-of-Sale System(s), etc.)?

What Point-of-Sale system are you using (such as Square, Stripe, Braintree, etc.), if any?

How many income lines do you track to on your Profit & Loss Statement?

What payroll provider are you using (if applicable)?

ADP

BBSI

Gusto

Paychex

Paycom

QB Online Payroll

QB Desktop Payroll

Other

n/a

How often will you need financial reports prepared (standard is monthly)?

What reports are a priority (typically Profit & Loss, Balance Sheet, Cash Flow Statement, etc.)?

Are there any additional needs not addressed in the previous questions?

Thanks for submitting! We'll be in touch soon.

heidi@budraitisbooks.com

Mailing Address:
1655 Dalidio Drive Ste 4631
San Luis Obispo, CA 93401

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