Request a Quote - Campbell Bookkeeping Solutions

Hablamos Espanol

| (951) 446-1330

Name *

First

Last

E-mail *

Phone *

Business Name *

Website *

Do you currently use QuickBooks as your accounting software? *

If you are using QuickBooks, which subscription plan do you currently have? *

What is your comfort level in discussing your business’s financials with an accounting professional? *

What type of business do you operate? How does your business generate revenue—through selling products, services, or both? *

What are your largest expenses? *

Do you currently have any business loans? *

Do you have employees or hire contractors? If so, approximately how many employees and/or contractors do you have? *

If you run payroll, which payroll software do you use? *

What point-of-sale systems do you currently use? *

How many business bank accounts and credit cards do you have? *

Do you keep your personal and business finances separate? *

Are your taxes currently up to date? When did you last file taxes? *

Which services are you interested in? *

Do you currently have a bookkeeper? *

Please tell us why you are currently looking for a bookkeeper. What does your ideal bookkeeping solution look like? *

If you were referred to us, who can we thank for the referral? *

Do you have any social media accounts you would like us to follow? *

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74073

"Hablamos Espanol"
Murrieta, CA

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