New Client Questionnaire | Numera Bookkeeping

1Business Information

Tell us about your business basics.

Legal Business Name *

DBA (if different)

Business Address *

Phone Number *

Email *

Website

EIN / SSN (if applicable)

Entity Type *

State of Formation

Primary Contact Name *

Title/Role

How long has your business been operating? *

We typically work with businesses that have been operating for at least 12 months. We may still be able to help - we'll discuss during our consultation.

2Accounting & Tax Details

Help us understand your current accounting setup.

Fiscal Year End

Accounting Method *

Cash

Accrual

Not Sure

Do you collect sales tax? *

Yes

No

Do you have payroll? *

Yes

No

CPA or Tax Preparer Name

CPA Contact Info

3Software & Access

What tools do you currently use?

What accounting software do you use? *

We specialize in QuickBooks Online. If you use something else, we can help you migrate.

We work exclusively with QuickBooks Online. We can help you set up or migrate to QBO as part of onboarding.

Business Bank(s)

Business Credit Cards

Payment Processors

Payroll Software

Are you able to provide admin access? *

Yes

No

Need Help

4Financial Overview

Help us understand your business volume.

Typical Monthly Revenue *

Monthly Transaction Volume *

Number of Employees

Number of Contractors (1099s)

Are your books currently up to date? *

Yes

No

Not Sure

If not current, how far behind?

Any known issues we should know about?

5Services & Expectations

What are you looking for in a bookkeeping partner?

What type of service are you looking for? *

We focus on ongoing monthly bookkeeping. For cleanup-only or one-time projects, we may refer you to another provider.

Services Needed (check all that apply)

Monthly bookkeeping Bank & CC reconciliations Accounts payable Accounts receivable Payroll support Monthly financial reports Catch-up/cleanup work 1099 preparation

Monthly Budget *

Preferred Communication

Are you willing to follow monthly deadlines for document uploads? *

Yes

No

Need to Discuss

We close books by a set date each month. Timely document uploads help us deliver accurate results.

What does "success" look like for you?

I authorize Numera Bookkeeping to communicate with my bank, CPA, or tax agencies as needed. *

Thank You!

Your questionnaire has been submitted. We'll review your information and be in touch within 1-2 business days.

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Your Fit Score