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385-528-7823 Call or Text

BarbutoBookkeeping@gmail.com

Welcome!

Thank you for your interest in Barbuto Bookkeeping Services. 

Get ready to worry less and vacation more!

Next Steps!

Please feel free to email, call, or text with any questions you have. You can also copy the questions below, and send them in an email to BarbutoBookkeeping@gmail.com

Client Information:

  • Business Name:

  • Business Address:

  • Contact Person:

  • Phone Number:

  • Email Address:

  • Business Website (if applicable):

  • Preferred Contact Method:

Business Details:

  • Type of Business (LLC, Corporation, Sole Proprietorship, etc.):

  • Industry:

  • Business Start Date:

  • Number of Employees:

  • Do you have an EIN (Employer Identification Number)? (Yes/No)

  • Fiscal Year End:

  • State(s) of Business Operation:

Current Bookkeeping System:

  • Do you currently use bookkeeping software? (Yes/No)

  • If yes, which software (QuickBooks, Xero, Wave, etc.)?

  • Do you need assistance setting up or transitioning software? (Yes/No)

  • How often do you want bookkeeping services? (Daily, Weekly, Monthly, Quarterly, Annually)

  • Do you need payroll services? (Yes/No)

Financial Accounts:

  • Business Bank Accounts (List all relevant accounts and institutions):

  • Business Credit Cards (List all relevant cards and institutions):

  • Do you have business loans or lines of credit? (Yes/No)

  • If yes, please list the details:

  • Do you use PayPal, Stripe, Square, or other payment processors? (Yes/No)

  • If yes, please list:

Tax & Compliance:

  • Do you currently work with an accountant or CPA? (Yes/No)

  • If yes, please provide their contact details:

  • Do you collect and remit sales tax? (Yes/No)

  • Do you file 1099s for contractors? (Yes/No)

  • Do you have a registered business license? (Yes/No)

Expense & Revenue Details:

  • What are your main sources of revenue?

  • What are your primary expenses?

  • Do you reimburse employees for expenses? (Yes/No)

  • Do you track mileage for business use? (Yes/No)

  • Do you have outstanding invoices or unpaid bills? (Yes/No)

Document & Record-Keeping:

  • How do you currently store financial records? (Paper, Cloud, Software, etc.)

  • Do you need help organizing financial records? (Yes/No)

  • Do you need assistance with budgeting and forecasting? (Yes/No)

Additional Services:

  • Do you need financial reporting (profit & loss, balance sheets, etc.)? (Yes/No)

  • Are you interested in financial advisory services? (Yes/No)

  • Any additional bookkeeping or accounting needs?

Thank you for completing this questionnaire. This information will help us tailor our bookkeeping services to your needs!