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Standard Business Questions:

What is your full name?(Required)

First

What is the name of your Business?(Required)

What is your email?(Required)

What is your role at the company?(Required)

Do you have a second point of contact on your team?(Required)

Yes

What is the seconf point of contact name?(Required)

What is the second point of contact role?(Required)

Is your inquiry about a new or existing business?(Required)

How many owners, partners are there?(Required)

What tax form do you file your taxes on?(Required)

Do you sell products or services or both?(Required)

What industries is your business associated with?(Required)

How many years have you been in business?(Required)

Which state level tax types is your business subject to?(Required)

Alcohol

Excise

Environmental

Franchise

Fuel

Gross Receipts

Income

Occupational

Property

Privilege

Sales

Tobacco

Utility

Unemployment Insurance

Witholding

With what frequency are you required to file your state and local business taxes?(Required)

Which accounting/tax basis does your business adhere to?(Required)

What bookkeeping service/software are you currently using?(Required)

QuickBooks Online

QuickBooks Desktop

Other

Specify other...(Required)

Banking / Balance Sheet Questions:

How many business bank accounts do you have?(Required)

At which bank are your business accounts held?(Required)

How many business credit cards do you have?(Required)

Do you have a management system for tracking credit card expenses?(Required)

Yes

At which institution are your credit cards held?(Required)

How many loan/liability accounts do you have?(Required)

Do you maintain a list of fixed assets?(Required)

Yes

How often are you reconciling your asset and liability accounts?(Required)

Profit & Loss Questions:

Estimate the number of bank transactions for each account per month.(Required)

Estimate the number of credit card transactions for each account per month.(Required)

Do you prefer to receive financial information in detail for analytics purposes?(Required)

Yes

Do you prefer summarized financial information for general purposes?(Required)

Yes

For what year was your last tax return filed?(Required)

Please enter a number from 1950 to 2050.

How are you currently tracking sales / revenue transactions?(Required)

What point of sale/merchant services system are you currently using?(Required)

Square

Shopify POS

Clover

Toast

Lightspeed

Revel Systems

Vend

PayPal Zettle

QuickBooks POS

Stripe Terminal

SumUp

Other

Estimate the number of sales receipts from POS per month.(Required)

How are you currently paying your bills?(Required)

Written Checks

Online Bill Pay

Payment Service

Auto Drafts

Credit Card Payments

ACH Transfers

Wire Transfers

Cash Payments

Other

Payroll / Employee Questions:

Do you have/pay employees?(Required)

Yes

How many employees?(Required)

Do you have any contract laborers?(Required)

Yes

How many contract laborers?(Required)

Which payroll service are you using currently?(Required)

Do you offer employee benefits?(Required)

Yes

Select Employee Benefits:(Required)

PTO

Healthcare

Retirement

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Wellness Programs

Commuter Benefits

Childcare Assistance

Do you have an employee handbook?(Required)

Yes

Do you require time tracking for your employees?(Required)

Yes

What risk class codes are associated with your business?(Required)

Workers Comp

General Liability

Automobile Liability

Professional Liability

Product Liability

Property Insurance

Umbrella Liability

How frequently do you run payroll?(Required)

What is your frequency mandate for filing withholding tax?(Required)

As a QuickBooks Online user, we kindly ask that you send an Accountant's Invite cindy@cnrckansas.com to help us determine a proper fee quote for our services.

Logging into QuickBooks Online and clicking the gear icon in the top right corner
Selecting Manage users under the “Your Company” section
Navigating to the Accounting firms tab
Clicking Invite and entering cindy@cnrckansas.com as the email address
Clicking Save to send the invitation

Have you invided us to QuickBooks Online?(Required)

Yes

No, I will do it later

CNR Consulting

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