QuickBooks Check-Up Intake

Thanks for booking a QuickBooks check-up. This helps me prepare. Please don’t include any bank account, card or Social Security numbers.

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Your name *

First

Last

Email *

Phone *

How do you prefer to be contacted? *

Business name *

What does your business do?

Which QuickBooks Online plan do you have?

How many bank and credit card accounts are connected?

About how many transactions a month?

many Your made

Who keeps your books now?

Your books are current through (month and year)

What’s worrying you about your books, or what made you want a check-up?

Have you added me as your accountant user in QuickBooks Online?

Anything else I should know?

BookkeeperLA

Bookkeeping for artists, creative professionals and small businesses

Ready-to-use tools from a bookkeeper with 20+ years of experience: the Film Production Toolkit, the Creative Bookkeeping Kit, the Year-End Tax Organizer and 1099 Tracker, plus QuickBooks training, setup and check-ups you can book online.