Interview to Evaluate Bookkeeping Needs
Q&A Session between the bookkeeper and business owner or key administrative personnel
Service Description
Identify daily, weekly, and monthly bookkeeping needs. Is additional assistance needed, such as invoicing, receipt management, bill pay, or basic payroll bi-weekly tasks? Up-to-date bookkeeping helps ensure accurate business income statements, profit & loss reports, tax compliance, and analysis of cash flow, etc. Discuss business setup: For example, approximately how many monetary transactions (incoming and outgoing) take place per month? Is your business an LLC, sole proprietorship, Partnership, etc.? Are additional specialty services needed? Is there a system currently in place for bill pay, invoicing, payroll, or recording and updating an inventory of products? What types of reports could be beneficial for your business?