Bookkeeping Candidate Qualification Questionnaire
    Business Name:
    Business Owner Name:
    Contact Information:
    Email:
    Phone:
    Revenue Information:
    What is your average annual revenue?
    If your revenue is below $200,000, what is your profit margin?
    Business Structure:
    What type of business entity do you operate?
    (e.g., sole proprietorship, LLC, corporation)
    How long has your business been operating?
    Financial Practices:
    Do you currently have a bookkeeping system in place?
    What accounting software do you use?
    (e.g., QuickBooks, Xero, FreshBooks)
    How often do you review your financial statements?
    Future Needs:
    What specific bookkeeping services are you seeking?
    (e.g., accounts payable/receivable, payroll, tax preparation)
    What challenges do you currently face with your bookkeeping?
    (Open-ended)
    Additional Information:
    Is there any other information you believe is relevant to your bookkeeping needs?
    (Open-ended)
    Submission Instructions Please complete this questionnaire and submit it. We will review your responses and reach out to you to discuss your needs further.