Hell Yeah, Bookkeeping
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What We Do
How It Works
Who We Are
Blog
FAQ
Hire Us
Client Login
Hell Yeah, Bookkeeping
Tell Us About You.
Go ahead and gush.
THE BASICS
Name
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First Name
Last Name
Email Address
*
What's the best number to reach you at?
*
(###)
###
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THE BUSINESS
What is the name of your business?
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What is your business address?
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Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Tell us about your business
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What product and/or services do you sell?
How long have you been in business?
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How is your business set up?
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It's a sole proprietorship.
It's an LLC.
It's an S-corp.
It's an LLC taxed as an S-corp.
It's a C-Corp.
It's a non-profit.
It's something else.
I don't know.
What do you need help with?
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What would you like us to handle for you (check all that apply)
Monthly bookkeeping (enter transaction, reconcile accounts)
Tracking expense by job/client (job costing)
Sending and managing invoices on our behalf (accounts receivable)
Pay bills on our behalf (accounts payable)
Manage payroll for our employees
Keep track of, manage and file sales tax returns
Send out payments to our contractors
Setup payroll
THE FINANCES
Do you keep your business and personal finances separate?
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Yes, I have separate accounts and credit cards for my business and I'm diligent about keeping things separated.
Yes, I have separate accounts, but sometimes I co-mingle business and personal.
No, I do all my business and personal finances from the same accounts.
How much is your business's revenue each month (on average)?
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How much are your business's expenses each month (on average)?
Where are you at with your bookkeeping and what do you need?
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Check all that apply.
I don't have a bookkeeper.
I don't have books set up and I need them set up.
I do have a bookkeeper, but I want a new one.
I need help with my monthly bookkeeping.
I already have books set up.
I'm not sure what I need.
Do you need catch-up bookkeeping?
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Do you have an accountant? What's their name?
Working with us requires our clients to have a tax professional on board. But no worries if you don't have one yet! We'd be more than happy to provide you with a list of our recommended accountants to choose from.
How many employees do you have?
*
THE ACCOUNTS
How many checking accounts do you use for your business? And where do you bank?
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How many credit cards does your business use? And what credit card company?
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What about business savings accounts? Do you have any and at what bank?
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Getting Paid and Paying Bills
Tell us about how you pay your bills and vendors.
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How do you get paid by clients? Do you send invoices?
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Example: Checks, wire transfers, Paypal, Stripe, Bill.com. Please lis all the platforms you use.
How do you keep track of billable expenses?
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Please tell us your top 3-5 priorities in how we can help support your business.
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What has been your biggest bookkeeping or accounting struggle?
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Anything else you think we should know?
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You understand that Hell Yeah, Bookkeeping provides full-service, done-for-you bookkeeping services. And that we don't provide tax filing, tax counseling, personal financial planning or stand-alone business consulting.
*
Yes, I understand.
Thank you!