Browne's Bookkeeping & Accounting Services

Angela Browne - brownebookkeepingandacctgsrvs@gmail.com

New Client Questionnaire

Thank you for your interest in our services. This form takes about 10 minutes to complete.

The Browne's Bookkeeping provides business management and bookkeeping services to service based companies. I want to make sure you get the best fit for your needs, even if that means you go with another bookkeeper. This questionnaire was created to get a clear idea of where you are now and where you want to go.

It can be nerve-wracking to make a move to a new bookkeeper(or to choose one for the first time). Rest assured, I want the same thing as you: a mutually beneficial relationship that’s easy to maintain and produces great results.

You may find that Browne's Bookkeeping doesn’t fit your idea of a traditional bookkeeping office. I don’t wear suits, track my time in 6-minute increments, or flinch at the occasional 4-letter word. I embrace technology and innovation. In my office, being a professional means making you feel comfortable and providing the information you need to make good decisions.

I serve small businesses and the people that own them. I am assertive, focused, forward-thinking, principled, and philanthropic. I love what I do, and I'm great at it. I make things easy and accessible for you, so that the time we spend together can be focused on the important things.

If this sounds like the type of bookkeeper you want to partner with, then let's get started!

Company Name*

Your Name*

First NameLast Name

Phone Number*

Area CodePhone Number

Email*

example@example.com

Are you the decision maker? Do you make decisions with partners? If so, list all decision makers here:*

What industry are you in?*

How long have you been in business?*

What is your business structure?*

ie sole proprietor, corp, llc, etc.

Are your books up to date?*

YesNo

If no, how far behind?*

Number of Bank Accounts:*

Number of Credit Cards:*

Number of Loans or Line of Credit:*

Average number of employees:

Interested in (mark all that apply):*

When will you need services*

What accounting software are you currently using?*

What other industry specific software do you use?*

How does you company currently handle accounting and bookkeeping functions?*

What day(s) and time(s) is it best to reach you?*

If cost were not an issue, what would you want your bookkeeper to do for you?*

As mentioned I don't charge by the hour, but rather by the services provided. With that in mind, what is your budget for bookkeeping?*

Please tell me any other information about your business you think is relevant. What is keeping you awake at night? What is your least favorite thing to do in relation to me bookkeeping for your business's finances?*

In order to give you an accurate proposal, I would like limited, read-only access to your bookkeeping application. Are you okay with this?*

YesNoOther

Thank You!

I will be in touch with you to schedule an intial consultation within 48 hours. I look forward to talking with you!

Angela Browne

"Helping business to profit in their industry through their books"