San Diego, CA
Business name
Contact name
Email
Phone number
Q1: Who currently handles your bookkeeping?
I do it myselfEmployee / in-houseAccounting firmFreelancerNo one
If accounting firm, please specify name:
Q2: How often are your books updated?
WeeklyMonthlyQuarterlyOnce a yearNot regularly
Q3: Have you ever received IRS letters or penalties?
NeverRarelySometimesOften
Q4: If yes, how did your accountant respond?
Very quicklyTook some timeSlow / unhelpfulI handled it myselfNot applicable
Q5: How does your accountant usually communicate with you?
PhoneWhatsAppEmailIn-person meetingsRarely communicate
Q6: How much do you currently pay for bookkeeping/tax services?
Under $100/month$100–$300/month$300–$500/month$500+/monthI only pay during tax seasonI’m not currently paying anyone
Q7: Do you feel the price is fair?
YesNoNot sure
Q8: What do you think is a reasonable monthly price?
Q9: Do you regularly review your financial numbers?
YesNo
Q10: If yes, which numbers matter most to you?
Profit & LossBalance SheetCash FlowLoans / DebtTaxes owedDepreciation
Q11: Do you usually file taxes on time or request extensions?
Always on timeSometimes lateUsually file extensions
Q12: Would you be interested in a better accounting service?
YesMaybeNo
If yes or maybe, what would make you switch?
