Bookkeeping Candidate Qualification Questionnaire Business Name: Business Owner Name: Contact Information: Email: Phone: Revenue Information: What is your average annual revenue? Above $200,000Below $200,000 If your revenue is below $200,000, what is your profit margin? Above 50%Below 50% Business Structure: What type of business entity do you operate? (e.g., sole proprietorship, LLC, corporation) Sole ProprietorshipLLCCorporation How long has your business been operating? Less than 1 year1-3 years4-10 yearsOver 10 years Financial Practices: Do you currently have a bookkeeping system in place? YesNo What accounting software do you use? (e.g., QuickBooks, Xero, FreshBooks) How often do you review your financial statements? MonthlyQuarterlyAnnuallyNever 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.