Client Questionnaire

Thank you for choosing Bonneville Bookkeeping. Please complete this questionnaire so we can better understand your business and provide the best support possible.

Company name

Primary Contact

Phone

What type of entity is your business?

What accounting software are you currently using?

Who currently handles your bookkeeping?

Are your books up to date?

Have your accounts been reconciled recently?

Please include any additional information you feel would help us better support your business.

Thank you for completing this questionnaire. We look forward to supporting your business and helping you stay financially organized and confident in your numbers.