Address: City/St: Zip

Phone: Fax: Cell: Email:

:Sole Prop :Partnership :C_Corp :S Corp :LLC :LLP

Last Month of Tax Year (e.g., Dec)?

Owner(s) Names / % ownership:

Accounting/Bookkeeping Contact at company:

Phone: Cell: Email:

Name of CPA Firm:

Contact: Address:

City/St/Zip:

Phone: Fax: Cell:

2. What is your industry?

3. Do you have employees? If so, how many employees do you have?

4. Are you currently or intend to use QB to process your payroll? Yes No

5. If yes, which Payroll Service do you use?

6. What is the company’s approximate annual revenue?

7. What is your approximate annual bottom line?

8. Do you have the last two years of tax returns: Yes No

9. Do you collect Sales Tax? Yes No

10. Are your Sales Tax payments current? Yes No

11. How many sales do you complete per year and what is your average income per sale?
If you have several businesses, please specify these averages for each business.

12. How many repeat customers/clients do you have?

13. Approximately how many Inventory Items do you stock?

14. Do you intend to track inventory? Yes No

15. Do you categorize your inventory? Yes No

16. Do you pay 1099 vendors (contractors)? Yes No Approximate #?

17. Do you need a departmental profit and loss? No # of depts.?

18. Do you need budget reports? Yes No
How many accounts are budgeted?
Does the company need departmental budget reports? Yes No
Does the company need budget reports for each customer or job? Yes No

19. Do you need job cost reports? Yes No

20. Do you need cash flow analysis? Yes No

21. What accounting solution are you currently using? (e.g., QuickBooks or
another accounting software solution, compilation or bookkeeping services,
a manual ledger system, etc.)

22. I am primarily interested in using QuickBooks for (check one)
Management of the company only, tax return information is not kept in QuickBooks.
Preparing financial statements for my tax returns or creditors only, no need for management reports.
Both management and tax return records are essential to be tracked

23. Do you have access to accurate, monthly profit and loss reports
or year-to-date GL balances from your previous system?

24. Do you use QuickBooks? Yes No

25. If so, what year and edition?

26. On a scale of 1 to 10, 1 being no bookkeeping experience and 10 being a bookkeeping expert, rate the skill level of your bookkeeping users.
Name Level Name Level Name Level

27. On a scale of 1 to 10, 1 being no QuickBooks experience and 10 being a QuickBooks expert, rate the skill level of your QuickBooks users.
Name Level Name Level Name Level

28. Regarding the computer(s) on which QuickBooks will operate on.

29. Are you interested in using our firm to setup a new QuickBooks data file for your company? Yes No Not Sure
If yes, please answer the following
a. Will the setup occur in the middle of a calendar year? Yes No
b. Will the setup occur in the middle of a fiscal year? Yes No

30. Do you already own the appropriate number of licensed copies of QuickBooks? Yes No
If not, you may purchase QuickBooks products at a significant discount. Go to here

31. If applicable, do you already own the appropriate number of licensed copies of other software we will install or configure? For example, QuickBooks POS or a QuickBooks Add-on product? Yes No
Product Name(s) and Version:
Product Name(s) and Version:

32. Do you use or need a time tracking program such as Timeslips? Yes No

33. Do you use or need a customer relationship program such as ACT? Yes No

34. Do you use or need a database program such as FileMaker? Yes No

35. If not, would you like us to purchase and install the software for you? Yes No

36. Do you have (or need) a cash register, Point of Sale System or separate customer billing software? Yes No
If yes, which one?

37. Tell us something about your computer system: PC MAC

38. Operating system version:

39. Age of System?

40. Do you back up on a regular basis? Yes No

41. Your backup system? CD’s Tape External Hard drive Other

42. Do you need multi-user access? Yes No
If so, what kind of network do you have?

How many employees will access the file simultaneously?
How many users on the network have access to the Internet?
What type of Internet connection is available to their computer?

43. Are you happy with your existing system? Yes No

44. Will our IT department install or configure additional hardware? Yes No
if so, would you like us to purchase the hardware for you? Yes No
Hardware Needed:

45. Would you consider NOTYAB working on your system remotely? Yes No

Filled in by:

Telephone:

Date:

Thank you