Kimber Accounting - Business Fit Questionnaire

Business Name*

This questionnaire is designed for business owners seeking accounting or bookkeeping services.

If you are an individual looking for help with your personal taxes (W-2, no business, etc.), please use the appropriate form here:

Your Full Name*

Primary Email*

Phone Number*

Website (Optional):

Business Qualification Questions

What type of business do you operate?:*

What is your approximate annual revenue?:*

How long have you been in business?:

What accounting system are you currently using?:

What services are you looking for?:

How organized are your financial records?:

How often do you review your financial reports?:

How soon are you looking to start working with an accounting firm?

Are you willing to use cloud tools and client portals?

What is your biggest financial challenge right now?

What outcomes would make this a win for your business over the next 6-12 months?

Are you comfortable investing in professional accounting services to support growth and improve financial clarity?