Questionnaire It all begins with communication. Send us an email or use this questionnaire to prompt your thinking.Fill in as much as you want. Name * First Name Last Name Email * Where do you live: Phone (###) ### #### Company Name: What date would you like to start our services on: MM DD YYYY Are you interested in: Bookkeeping Services Consulting Services QBO Subscription Are you wanting to switch your current QBO subscription to Thrive (support local business)? It won't cost any extra, either. Yes No Which QBO Subscription, do you think, works for your business: Please detail your needs here and then "send" if you don't want to answer any of the below questions. EasyStart Essentials Plus If you are interested in Consulting: Please detail your needs here and then "send" if you don't want to answer any of the below questions. What form of company do you operate: Sole Proprietor Partnership Corporation Other Industry & Principal Product/Service: Years in Business: Do you currently have a bookkeeper: If yes, may I ask who and why you are looking for a change? If no, what have you been using? Last completed financial statements: MM DD YYYY Current Bookkeeping Platform: QuickBooks Online QuickBooks Desktop Sage Other How many employees do you have: How many credit/bank accounts do you have: If price weren’t an issue, how would you describe my ideal role in your organization? What currently causes you the most stress with regard to your company's books: How did you hear about us? Thank you for taking the time to submit your questionnaire.My goal is to respond as soon as possible.Christie Mitchell - Thrive Bookkeeping
