1. Is your bookkeeping function performed in-house? Yes No 2. Are you personally involved in the bookkeeping function? Yes No 3. Who is primarily responsible for the bookkeeping function? Owner / Partner Bookkeeper Accountant Other 4. Do you have any special bookkeeping needs? (Check all that apply) Estimating Purchase Orders Work Orders Job Costing Payroll Sales Tax Inventory Control Other 5. Are on-site bookkeeping functions required? Yes No 6. Do you perform online banking functions? Yes No 7. What are your annual sales? Under $50,000 $50,001 - $100,000 $100,001 - $500,000 Over $500,000 8. How many transactions* to do process per month? (*total of all bills, checks, purchase orders, sales orders, etc. processed per month) 10-50 51-100 101-250 Over 250 9. What industry are you involved in? Manufacturing Construction Service Retail PLEASE COMPLETE THE FOLLOWING QUESTIONS IF YOU ANSWERED YES TO QUESTION NUMBER 1. 10. Is your bookkeeper certified? Yes No 11. Does your bookkeeper process payroll? Yes No 12. Is your bookkeeper responsible for timekeeping? Yes No 13. Which bookkeeping software program do you use? QuickBooks Complete Accounting BYOB Other 14. What do you pay your bookkeeper? $10-$15 per hr $16-$20 per hr $21 - $25 per hr Over $25 per hr 15. What responsibilities does your bookkeeper have? (Check all that apply) Check signing Transferring Funds Purchase Approval Other 16. What other functions does your bookkeeper perform besides bookkeeping? (Check all that apply) Inventory Control Audits Financial Planning Business Planning Budgeting Other 17. Which financial reports are generated for management review? (Check all that apply) Profit and Loss Balance Sheet Job Profitability Cash Flow Budget Other PLEASE COMPLETE THE FOLLOWING QUESTIONS IF YOU ANSWERED NO TO QUESTION NUMBER 1. 18. Who do you outsource your bookkeeping functions to? Accountant Independent Bookkeeper Family / Friend Other 19. Is your outside bookkeeper certified? Yes No 20. Does your outside bookkeeper process your payroll? Yes No 21. Is your outside bookkeeper responsible for timekeeping? Yes No 22. Does your outside bookkeeper keep current with software versions? Yes No 23. What other functions does your outside bookkeeper perform besides bookkeeping? (Check all that apply) Inventory Control Audits Financial Planning Business Planning Budgeting Other 24. What financial reports are generated for management review? (Check all that apply) Profit and Loss Balance Sheet Job Profitability Cash Flow Budget Other 25. What do you pay for outside bookkeeping services? $10-$15 per hr $16-$20 per hr $21 - $25 per hr Over $25 per hr

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	When you complete this questionnaire, you can submit it by clicking on the Submit Questionnaire button above or print it out and send it to 19622 S Wolf Road, Mokena, Illinois 60448. Thank you for completing this questionnaire and helping us provide you with the bookkeeping services necessary to help you grow and prosper. If you are interested in learning more about our services, please call us at 708.444.2240 or e-mail us at info@ctbookkeeping.net.