Bookeeping | The Wellness Brands

New Client
Consultation Questionnaire

Please take a moment to fill out the form.

First Name, Last Name

What is your business name (if applicable)?

Email

Phone

Preferred Method of Communication

Phone

Email

What type of business do you operate?

How long have you been in business?

Are you a sole proprietorship, partnership, corporation, or LLC?

What is your industry or field of operation?

Do you have multiple locations or branches?

Are there any specific accounting software or tools you currently use?

What are your current bookkeeping needs?

You are looking for assistance with:

Day-to-Day Transaction Recording

Financial Statement Preparation

Both

How often would you like your bookkeeping to be updated?

Weekly

Monthly

Quarterly

Do you have any specific reporting requirements or deadlines?

Yes

No

If yes, please explain:

How are your financial records currently maintained?

Do you have a system for organizing receipts, invoices, and other financial documents?

Are your bank accounts, credit card accounts, and other financial accounts reconciled regularly?

Are you currently using any accounting software? If yes, which one(s)?

Are there any other team members that will be doing any invoicing or any parts of the bookkeeping process?

Yes

No

Are you comfortable sharing access to your financial accounts and software?

Yes

No

Is there anything else you would like to share about your business or bookkeeping needs?

Today's Date

Once we have reviewed all of your business information and specific
bookkeeping needs, we will email you a quote for services.

Thank you for taking the time to complete this questionnaire. Your responses will help us better understand your requirements and provide you with the most suitable bookkeeping services.

Contact Details

Nassau, The Bahamas

1.242.808.8350

Whitney@TheWellnessBrands.com

New Client
Consultation Questionnaire

Once we have reviewed all of your business information and specific
bookkeeping needs, we will email you a quote for services.

Contact Details

1-242-808-8350
Whitney@TheWellnessBrands.com
New Providence, Bahamas

Join our mailing list

New Client Consultation Questionnaire

Once we have reviewed all of your business information and specific bookkeeping needs, we will email you a quote for services.

Contact Details

1-242-808-8350 Whitney@TheWellnessBrands.com New Providence, Bahamas

Join our mailing list

New Client
Consultation Questionnaire

Once we have reviewed all of your business information and specific
bookkeeping needs, we will email you a quote for services.

1-242-808-8350
Whitney@TheWellnessBrands.com
New Providence, Bahamas