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Hood Financial
Home
Company
Overview
Testimonials
Our Partners
Accounting Interview
Financial Services
Bookkeeping
Certified QuickBooks ProAdvisor
Dashboarding and Reporting
External Audit Preparation & Compliance
Internal Policies and Controls
Contract Negotiation
Technology Enhancements
CFO/Controller
Fractional Based
Project Based
News
Accounting Services Interview
Company Information
Name
*
Industry
*
Business Address
*
Street Address
Address Line 2
City
Alabama
Alaska
Arizona
Arkansas
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Colorado
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Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Contact Name
*
Contact Email
*
Contact Phone
*
Preferred Method of Communication
*
Email
Phone
How did you find out about us?
*
Select One
Internet Search
QuickBooks Advisor Recommendation
Referral
Other
Company Setup Questions (indicate setup status for each)
Is your legal entity setup for your business?
Select One
Yes
No
Have you setup bank and/or credit card account(s)?
Select One
Yes
No
Have you setup payroll tax accounts for your company?
Select One
Yes
No
N/A
Have you setup sales tax account(s) with applicable taxing authorities?
Select One
Yes
No
N/A
Accounting Questions
Accounting system
Select One
QuickBooks Online
QuickBooks Desktop
Other
Goal of outsourced accounting services
Select One
Project: Cleanup Booking Keeping / Setup System
Ongoing Accounting Services
Both
Monthly Accounting Services Budget
Monthly Accounting Services Budget
Estimated number of transactions per month (bills, invoices, bank transactions, payroll, etc.)
Select One
Less than 50
50 - 100
100 - 150
150+
Use CPA firm to handle tax prep/returns
Select One
Yes
No
Services Needed (Check All that Apply)
Pay vendors
Select One
Yes
No
Reconcile bank/credit card account(s)
Select One
Yes
No
Bill customers
Select One
Yes
No
Track inventory
Select One
Yes
No
Process Payroll
Select One
Yes
No
Setup interface with POS or other system
Select One
Yes
No
High Level CFO/Controller Services
Select One
Yes
No
Insurance Services (worker's comp, liability/property, etc.)
Select One
Yes
No
Technology or IT Services (computer/network/phone systems support)
Select One
Yes
No
Close books at end of month (reconcile all accounts, generate financial reports)
Select One
Yes
No
Please share any other relevant information useful in providing insight into your accounting goals.
Untitled
First Choice
Second Choice
Third Choice
Name
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