Survey | WistBooks Financial Management

WistBooks - Getting Started

We have created this Getting Started Questionnaire to help you (and us) capture your needs and vision for the Accounting services you require, and determine the plan that best fits.

The more information you can provide, the better we can respond and the fewer questions we’ll need to ask later on.

If you're working and making decisions with a team, we suggest that you complete this Project Questionnaire as a group, because each member of your team may have a different vision or preference for this type of service.

Rest assured that all information provided will be kept private and confidential.

* Required
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Name*
First Last
Company Name*
Email*
Phone*
Job Title*
Company Website Address (URL)
Industry*
Other Industry
The compan's offerings:*
Other Offerings*
Describe the business/organization in terms of what it does, what products and/or services it offers.*
Current business transaction types:*
Other transaction types
How is the company currently set up?*
Other company type
How many employees does the company currently have?*
How many freelancers/contractors does the company currently have?*
What is the company's average number of transactions monthly (payables and receivables)?*
What is the company's average monthly gross revenue?*
What US financial accounts does the company currently use for its transactions? Select all that apply.*
- Select All
- Savings account
- Checking account
- Debit card
- Credit card
- None
- Other
Other financial account types
Does the company use business accounts for all of its transactions?*
Please explain non-business account types used by the company.*
Why are you looking to hire a bookkeeping company's services?*
Other reason*
What Accounting software are you currently using?*
Other Accounting software*
How do you currently handle your accounting?*
Briefly describe your accounting process. Write N/A if not applicable or non-existent.
Does the company have a well-defined process manual or SOPs for its bookkeeping/financial management process?*
Bookkeeping process - can you please elaborate?
Consent
I agree to the privacy policy.
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