Bookkeeping for Small Businesses (San Diego County)
offered virtually
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Hi, I’m John Landtroop, representative of Atoms Bookkeeping LLC. As a former small business owner myself, I understand that keeping your books in order can be time-consuming and overwhelming. That’s where we come in with 30+ years in business ownership experience and 5 years specializing in bookkeeping services.
We provide personalized bookkeeping services to help small businesses stay organized, compliant, and prepared for growth. From day-to-day bookkeeping to payroll and financial reporting, we are here to take the stress out of your finances. If you know anyone who could use a trusted partner to handle their books, I’d love to connect. Thank you!
Bookkeeping Services Questionnaire
Business Info
Business Name: ________________________________
What does your business do?
When did you start your business?
Entity Type (check all that apply):
[ ] LLC [ ] DBA [ ] Sole Proprietor [ ] Partnership [ ] S-Corp [ ] C-Corp
How many separate businesses do you operate?
If more than one, please list each business name and structure:
Team & Payroll
Do you have contractors? [ ] Yes [ ] No How many? _______
Do you have W-2 employees? [ ] Yes [ ] No How many? _______
How often do you pay your employees?
[ ] Weekly [ ] Bi-weekly [ ] Semi-monthly [ ] Monthly
Payroll software in use: ______________________
Do you use time tracking software? [ ] Yes [ ] No If yes, which one?
Current Bookkeeping Process
Who currently handles your bookkeeping?
[ ] Myself [ ] Spouse [ ] Employee [ ] Outside Bookkeeper
What accounting software do you use?
Would you be able to provide accountant access for a free review? [ ] Yes [ ] No
On average, how many hours per week/month are currently spent on bookkeeping?
What challenges are you having with your current process?
Accounts & Access
How many accounts do you use?
Bank Accounts: _____ Credit Cards: _____ Loans: _____
Do you have online access to all financial accounts? [ ] Yes [ ] No
Do you co-mingle personal and business funds? [ ] Yes [ ] No
Do you accept payments via:
[ ] PayPal [ ] Venmo [ ] Square [ ] Clover [ ] POS System (specify): ___________
Tax & Compliance
When was your last tax return filed?
Do you typically file tax extensions? [ ] Yes [ ] No
Do you pay and file sales tax reports? [ ] Monthly [ ] Quarterly [ ] Not Applicable
Have you missed any required tax filings? [ ] Yes [ ] No
Do you currently work with an accountant or tax preparer? [ ] Yes [ ] No
If yes, please share their contact info (optional):
Revenue, Invoicing, and Expenses
What is your average monthly revenue?
What do average monthly expenses look like for your business(es)?
How do you invoice clients?
[ ] Through accounting software [ ] Manually [ ] Other: ___________
Approximately how many invoices do you send per month?
Would you like me to handle any of the following?
[ ] Client invoicing [ ] Bill payment [ ] Neither
Do you currently track: [ ] Accounts Receivable [ ] Accounts Payable
If yes, how are each tracked?
Reporting & Goals
What kind of reports would you like to receive?
[ ] Profit & Loss [ ] Balance Sheet [ ] Cash Flow [ ] Job Costing [ ] Class Tracking
How often would you like financial reports? [ ] Monthly [ ] Quarterly
What’s not working well for you right now that you’d like to improve?