New Client Questionnaire

BalanceWise Bookkeeping provides full cycle cloud accounting and bookkeeping, small business advisory services, and project-based catch-up & clean-up work. We provide software conversions to QuickBooks Online and Xero only. 

We want to make sure you get the best provider for your needs, even if it’s not BalanceWise. Because of that, we have created this questionnaire so we can get a clear picture of where you’re coming from and where you’d like get to.
We focus on developing strong, long-term relationships with our clients, partnering as you achieve financial success, and profit.

If you are looking for basic bookkeeping or data entry services without an essential growth target, then we recommend checking out the National Association of Certified Public Bookkeepers, or the American Institute of Professional Bookkeepers for a bookkeeper who might better fit your needs.

If you have not done so already, please read our New Client Roadmap, which walks you through the steps and timeline for developing a lasting relationship with BalanceWise  Bookkeeping.

We look forward to learning more about you and your business! Once you have filled out the questionnaire, someone of our team will be in touch within two business days.

First Name:                                                                  Last Name:                                                           

Company Name:                                                         Position:                                                               

What industry are you in?                                                                                                                       

Office Phone:                                                               Cell Phone:                                                          

Email:                                                                           City, State:                                                           

Business Type:                                                            Years in business:                                              

                               (Corporation, Sole-Prop, Non-profit)

Number of Employees:                                              Annual Sales:                                                       

Please describe your business: (What you do. Whom you serve.)                                                              

What do you love about your business?                                                                                               

What are your least favorite parts of your business?                                                                         

How involved are you in your current bookkeeping?                                                                        

(Very involved, somewhat involved, would like to be less involved, would like to be more involved, have a shoe box full of receipts under the desk)

What, if any, software do you use?                                                                                                        

What type of bookkeeping services are you looking for?                                                                  

(Ongoing bookkeeping, clean-up/catch-up, QuickBooks Online or Xero training, Accounting software setup or transition, other)

What is your timeline for getting a new accounting solution in place?                                          

(ASAP; in a couple weeks; next month; within 3 months; within 6 months)

Is there anything else you would like to add regarding the services you’re looking for? 

Who prepares your business taxes, and when were they last filed?                                                

How did you hear about us?                                                                                                                   

Anything else you’d like to add?                                                                                                            

Thank you for taking time to complete this questionnaire. We will be in touch with you within two business days of emailing to

Call (714) 602-9384 Office or (657) 888-3618 Mobile for a FREE Consultation!

Lighting the Path to Positive Financial Change