Rosch Bookkeeping, LLC
Client Form
Hi! Thank you for reaching out! Please take 5 minutes to help me help you. Please tell me a little bit more about your business and your needs.
How have you been filing?*
What year was your last tax return filed?*
How do you file federal taxes?*
Do you currently have a bookkeeper or an accountant?*
How are your accounts set up?*
Are you using QuickBooks Online?*
How many checks and debit transactions do you have each month?*
Do you enter bills and payments or checks only? *
How many invoices do you generate each month?*
Do you pay 1099 Vendors?*
Do you accept credit cards?*
Do you collect sales tax?*
What services are you looking for us to provide?*
