Business Discovery Questionnaire

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Preferred language for our meetings and communication
Legal Structure
Tax Classification
Fiscal Year
*Select one or more options
Accounting Method
About Your Business
Industry
*Select one or more options
About Your Business
What do you sell?
*Select one or more options
About Your Business
Who are your primary customers?
*Select one or more options
About Your Business
How do you sell your products or services?
*Select one or more options
About Your Business
Do you sell internationally?
About Your Business
Approximately how many products (SKUs) do you sell?
About Your Business
Do you maintain inventory?
Estimated Business Size
Annual Revenue
Payment Processors
Which payment platforms do you use?
*Select one or more options
Accounting
Which accounting software do you currently use?
*Select one or more options
Accounting
Who currently manages your bookkeeping?
*Select one or more options
Current Accounting Status
Since when has bookkeeping been maintained in the current accounting system?
Are your financial statements currently up to date?
Do you believe your accounting records require cleanup or catch-up work?
Have you changed bookkeepers or accountants within the last 12 months?
Documentation Volume
Approximately how many transactions do you have each month?
Approximately how many vendor bills do you receive each month?
Approximately how many customer invoices are issued each month?
Do you have employees? Approximately how many? Do you use a payroll provider? (Paychex, Gusto, ADP)
Payroll
Payroll frequency
Inventory & Cost of Goods Sold
Do you sell physical products?
Inventory & Cost of Goods Sold
Approximately how many SKUs do you have?
Inventory & Cost of Goods Sold
Do you track inventory quantities?
Inventory & Cost of Goods Sold
Which system do you use to manage inventory?
How often do you perform inventory counts?
How is Cost of Goods Sold currently calculated?
Do you collect Sales Tax? In which states? Who prepares your tax returns?
Documents Available
Do you currently have access to the following?
*Select one or more options
What is your primary goal?
*Select one or more options
Which services are you interested in?
Bookkeeping & Accounting, Payroll & Compliance, Advisory & Tax
*Select one or more options
Are you currently working with?
*Select one or more options
By submitting this form, you consent to the processing of your personal data in accordance with our Privacy Policy.
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Thank you for taking the time to complete our Business Discovery Questionnaire.
Your responses will help us better understand your business, evaluate your accounting needs, and prepare a customized proposal.
To view our privacy policy, click here.
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Schedule Your Discovery Meeting

Thank you for completing our Business Discovery Questionnaire.

The next step is to schedule a free 30-minute Discovery Meeting, where we'll discuss your business, accounting needs, and answer any questions you may have.
By submitting this form, you consent to the processing of your personal information in accordance with our Privacy Policy.
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IN 302339725
Tbilisi, Georgia
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