Accounting Kickoff – Best Agent Business
Accounting Questionnaire
Please complete the following questionnaire and return to the Best Agent Business Accounting Team via email () or fax (240-751-4247). Thank you.
Client Information
Top of Form
Full Name: ______
Email: ______
Phone Number: ______
What do you hope Best Agent Business Accounting can help you accomplish?
______
______
______
Bottom of Form
Business Structure
o Sole Proprietor o Corporation
o LLC o Other: ______
Number of Businesses
o 1 Business o Multiple Businesses
QuickBooks
Do you have an online QuickBooks account? o Yes o No
How many logins are allowed with this account? ______
Accountant
Do you currently use an Accountant? o Yes o No
If yes, what is your accountant’s name? ______
What services is your accountant providing for you? ______
______
And how much are you paying for these services? $______
What do you like about the services your accountant provides you? ______
______
What do you dislike about the services your accountant provides you?
______
______
Brokerage
What is the name of your Brokerage? ______
How many deals have you closed with this Brokerage so far this year? ______
What is your cap? $______/ year
What is your royalty percentage? ______%
What other expenses do you pay your brokerage for? ______
What are your reoccurring monthly expenses?
______
______
Bank Accounts
Do you have a separate Business Checking Account that you use for business purposes only? o Yes o No
Please list all bank accounts that you have used for business purposes:
Bank Name Account Type Business Only or
(Checking/Savings) Business/Personal
j ______
k ______
l ______
m ______
n ______
Credit Cards
Do you have a separate Credit Card that you use for business expenses only?
o Yes o No
Please list all Credit Cards that you have been using for business expenses:
Credit Card Company Type of Card Business Only or Cycle Date
(Visa, MC, Disc) Business/Personal
j ______
k ______
l ______
m ______
n ______
Items Needed From Client:
o Copies of completed Tax Returns from previous year
o Copies of Bank Statements from the beginning of this year to present
o Copies of Credit Card Statements from the beginning of this year to present
(downloaded online and sent to Steve first)
o Copies of Income Reports from the beginning of this year to present
o Spreadsheet detailing all Reoccurring Monthly Expenses
o Open Business Checking Account (if this hasn’t already been done)
o Determine which Credit Card will be used solely for business expenses
(if this hasn’t already been determined)
Please contact us with any questions or concerns.
We look forward to providing you with excellent accounting services.
Best Agent Business
Phone: (202) 297-2393
www.BestAgentBusiness.com
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