Bookkeeping Information Fill out the form below. Contact Info Business Type Sole Proprietorship S-Corp C-Corp LLC Partnership What are your Bookkeeping Needs? Monthly Profit/Loss Payroll Accounts Payable Accounts Receivable Other needs/questions Do You Currently Use QuickBooks/Quicken? QuickBooks Online QuickBooks Desktop QuickBooks Mac QuickBooks Self-Employed Quicken Windows Quicken Mac Which Version? Do You Use Any Other Software? Payroll / Loans/ Fiscal Year / Taxes How is Payroll Handled? Loans/Credit Lines/Auto Loans Other Payments (IRS, State, etc.) How are Your Accounts Payable Paid? Describe the Process. How are your Accounts Receivable Collected? Describe the Process. In house? Third Party? Is there anything else we should know?