- Step 1 of 4

Name *

First

Last

Email *

Phone *

City *

State *

Country *

Would you like to opt in to our marketing communications?

Opt In

Please select the services you are interested in! *

QBO Cloud Setup Discovery Questionnaire

Please fill out the questionnaire below

Business Name *

What is your business industry? *

Professional service business (Includes Health Information Providers & Real Estate)
Construction
E-Commerce
Retail (Bars, Cafes, & Restaurants)
Manufacturing
Not-For-Profit, HF & LN
Not-for-Profit, With Members
Peer to Peer (AirBnB)
Chain, Franchise, Discount, Direct Sales
Other

What is your address?

Address Line 1

Address Line 2

City

State

Zip Code

When was your most recent tax return completed? *

Most current tax or fiscal year
Two or more years back

How are you currently processing your accounting? *

Manually - all paper, pencil, pen, and calculator
QBO Existing User
QBO New User
QB Desktop User
Xero User
Sage User
FreshBooks User
Excel Spreadsheet User

If your current system is QBDT, what version and year are you currently using? *

No Applicable
Pre-2017 QBDT
2017 - Current

Do you have a method to share files with us, i.e., DropBox, Google Drive, OneDrive, etc.? *

What is your tentative project start date? *

Bookkeeping

We are looking forward to our meeting. Please let us know a bit about your accounting processes. As well what you will be supplying to us to get started.

It will only take a few minutes to complete, so don't be scared, just dig right in.

And be honest with your answers! We are not here to judge, just to help.

What is your address? (OPTIONAL)

Address Line 1

Address Line 2

City

State

Zip Code

What is the name of your business? *

What is your business industry? *

Professional service business (Includes Catering, Health Information Providers & Real Estate)
Retail (Bars, Cafes, & Restaurants)
E-Commerce
Manufacturing
Not-For-Profit
Not-For-Profit with Members
Chain, Franchise, Discount, Direct Sales
Peer to Peer (AirBnB)
Other

What is your website address? (OPTIONAL)

In a few sentences tell us what your business does? *

What is your business legal structure? *

Sole Proprietor
Partnership
Limited Liability Company (LLC)
Incorporated
Cooperative
Family Trust
Other

If you answered other, what is your legal structure?

Do you have a mission statement or core set of values?

What are the biggest successes in your business?

What are the biggest challenges facing your business right now?

Let's Get to Know Each Other for Your Payroll Quote!

Please use this questionnaire if you are looking for Payroll Services from HWG.

What is your tentative project start date? *

What type of business are you? *

E-Commerce
Retail (Bars, Cafes, & Restaurants, Clothing)
Construction
Manufacturing
Chain, Franchise, Discount, Direct Sales
Peer to Peer (AirBnB)
Not-For-Profit, HF & LN
Not-for-Profit, Member Motivator
Professional service business (Includes Catering, Health Information Providers & Real Estate)
Other

How are your currently processing your payroll? *

Manually - Paper timesheets, manual calculations, and paper checks
Partially electronic - electronic scheduling & timesheets, manual calculations and paper checks
Partially electronic - electronic scheduling & timesheets, payroll processor to handle the calculations and paper checks
A payroll processing firm
Just started hiring employees

How many employees do you have? *

Please define the job types of your employees *

Nonexempt employees are entitled to overtime pay
Exempt Employees

If you are a construction company, are you required to pay prevailing wages for any construction projects? *

Is your business a Bar, Cafe, or Restaurant or any business where employees can receive tips, how are your employees paid? *

Federal minimum wage for tipped employees ($2.13)
The full state minimum wage before tips (Your state requires a certain minimum)
A minimum cash wage above the minimum cash wage required under the federal Fair Labor Standards Act of $ 2.13
Special wage rates (regular hourly, commission, or salaried)
N/A

Do you need an automated payroll system? Select one option only please. *

Yes
No
Maybe

Do you need a time and attendance tracking system? *

Will we process payroll using your current time and attendance system (please answer no if you are manually processing your payroll)? *

How many facilities do you have? *

How frequently do you need the payroll processed? *

Weekly
Bi-weekly/Semi-monthly
Monthly

Would you like us to setup an employee self-service management portal? *

Yes
No
Maybe

Do you need an Applicant Tracking System? *

How many new hires do you process per quarter? *

Recruitment/New Hire Services

Will we be responsible for completion of the I-9 documents, verify I-9 documentation and maintain I-9 files? *

Do you need us to prepare a document management system with new employee file information for your office? *

Do you require verification of education? *

Will we ensure accurate and timely processing of payroll updates including terminations and changes to pay rates? *

Will your candidates require ranking prior to interviewing? *

Do you need us to post job ads or contact a specific agency, e.g., a union hall, for open positions? *

QBO Cloud Training Discovery Questionnaire

What is your business legal structure? *

Sole Proprietor
Partnership
Limited Liability Company (Sole Member, Partner, S-Corporation, or C-Corporation)
Corporation (S-Corp, C-Corp or Nonprofit)
Cooperative
Family Trust

How many locations does your business have?

What type of transactions does your business process for your customers/clients? *

Monthly Invoice to customer/client
Daily Sales Transactions via debit card, credit card or check through a payment processor
Daily Sales Transactions by either Square, PayPal, ApplePay, GooglePay, Venmo, CashApp, or Zelle

Do you have employees or subcontractors? *

Do you have products you track (inventory) *

What are the biggest successes in your business?

How long has your QBO Cloud Accounting System been in place? *

2020
2021
2022

Did someone setup the QBO system for your business? *

Specifics About Your Business Training Needs

Have you had any QBO training, e.g., videos, onsite training, or did you go to any other type of training? *

No Training
Video Training System provided by the person who set up my QBO system
Onsite Training provided by the person who set up my QBO system
Local Community College/Small Business Development Center Training
Intuit Training

Have you researched any options for meeting your training needs? *

What are the main challenges you face daily with using QBO? *

Get started and set up the right way
The how and why of standard QuickBooks transactions
Difficult transactions (giving refunds, track deposits, etc.)
Ways to reduce the time it takes to handle the accounting part of my business (tips & tricks)
Working with Reports (standard vs customized)
Accounting tasks & concepts you must know
Payroll
Preparing for tax season
Insufficient Time to process data

You've mentioned a few issues in the question immediately above — which three challenges do you believe would have the greatest impact in the short term? *

How would you measure the success of a training project together (i.e., what would a home run look like)? *

Specifics About Your Business (QBO Cloud Setup Quote)

How many locations does your business have? *

How many checking accounts do you have? *

How many savings accounts do you have? *

How many credit card accounts do you have? *

How many digital wallets do you accept (Square, PayPal, SamsungPay, ApplePay, Venmo, CashApp or GooglePay)? *

How many products or services do you offer? *

How many employees do you have? *

How many 1099 contractor's do you have? *

Do you have W-9 information for all contractors? *

How many donor restricted funds does your not-for-profit have? *

How many members/subscribers does your not-for-profit have? *

Do you have sales, purchase ledger, purchase orders and bills or open invoices that need to be entered? *

How many customer accounts do you need to invoice each month that are the same each month? *

How many vendor accounts do you need to make payments to each month that are the same each month (recurring payments)? *

Do you require inventory tracking for your products? *

What are you looking for in an accounting professional? (Bookkeeping Intake)

Why are you looking for a bookkeeper? *

What are the qualities and responsibilities you are looking for in a bookkeeper or accounting professional? *

Collaborate with you in real time, using accurate financial data and insights to help your business grow and prosper?
Communicate clearly with you, in a respectful manner using a financial language you understand.
Provide reports? Review them with you? Make sure they make sense to you?
Provide insights and key suggestions for your business.
Make you accountable for follow through on using financial data to grow and prosper.
Create efficiency in your business so you have more time for a life outside of it?
Keep you up on new technology to improve your processes?
Organized and diligent?
Value for bookkeeping dollars.
Collaborate with your accountant?
Hit key accounting timelines?
Maintain tax agency compliance?
Post transactions?
Price?

We want to alleviate your bookkeeping pain points. Please let us know of anything else that comes to mind. *

What are the biggest probelms with your bookkeeping (or accounting professionals) right now? We want to solve them! *

Are you willing to have a "virtual relationship" with us? We will communicate using cloud meeting solutions and collaborate using cloud technology. *

Yes
No
Maybe

Please let us know your concerns regarding a virtual relationship *

Do you have systems and processes in place for managing your bookkeeping paperwork? A workflow? *

Payroll & HCM Administration Services

Please check each box below if you have any or all of these *

Have Shift differentials?
Pay Multiple rates of overtime?
Pay prevailing wage?
Process expense reimbursement through payroll?
Allow employee pay advances?
Have a bonus scheme?
N/A

Do you want us to track paid time off? *

Do you want us to maintain your holiday records? *

Do you offer employee pension withholding? *

Will we answer all payroll related questions & facilitate resolutions to payroll errors from management? *

Will we enter, maintain, and/or process ALL information in the payroll system for existing employees? *

Will we enter, maintain, and/or process information in the payroll system for onboarding new recruits? *

Do you require remote & field work time tracking? *

Do you want us to input the payroll transactions into your accounting system? *

Do you require budgeting & labor cost controls related to your time tracking? *

Do you need department or project separation and permissions? *

Your Preferences - Quickbooks Training

What do you think would be the best method for you to learn QBO? *

Videos
Structured Assignments
Video & Structured Assignments
One-to-One Training
One-to-Many Training (Traditional Class Setting)
Video, Structured Assignments & One-to-One Q & A Training
Video, Structured Assignments & One-to-Many Q & A Training

Are you the only person that needs to be trained? *

What is your tentative project start date?

What is your budget for training? *

Let's say we approve you as a client today. Can you walk me through the process of you deciding to work with us? *

Your Preferences

Would you like us to create branded invoice and email templates? *

Do you want us to account for your additional divisions (locations)? *

What do you need to track? *

Rental Properties
Scholarships
Memberships

How many scholarships or members do you need to track? *

1-5
6-10
11-15
16+

Do you want us to set up bank feeds for your checking, savings, or deposit accounts? *

Do you want us to setup your bank feeds for your credit card accounts? *

Do you want us to set up your products and services? *

Do you want us to setup recurring transactions for your customers or vendors? *

Do you want us to setup your inventory system with QBO? *

Do you want us to set up your digital wallets? *

Do you want us to set up employee records? *

Do you have the following employee information: employment application, Federal W-4, State W-4, & Federal I-9? *

Do you have prior payroll information for all employees since January 1 of the current year? *

Do you want us to setup your contractor (1099) records? *

Do you have W-9 information for each 1099 contractor? *

Do you need a time Tracking & Scheduling System for payroll? *

Do you want us to setup your member/subscription equity accounts? *

Do you want us to set up your With Donor Restricted liabilities and equity accounts? *

How did you hear about us? *

Referred by a friend or colleague
Referral from a Community Source, i.e., Public Library, Small Business Development Center, etc.
QBO ProAdvisor Site
KC Better Business Bureau
Search Engine (Bing, Google, Yahoo!, etc.)
Seminar
Networking Event
Social Media Post (Alignable Facebook, Instagram, LinkedIn, YouTube, etc.)
Social Media Advertising - FB
Social Media Advertising - Instagram
Google Advertising
Radio Advertising

Anything else we should know?

Let's talk about cloud financial technology.

I am willing to use an online accounting program. *

We are a cloud based firm. Will that work for you? *

Please let us know why not . Maybe, please explain your concerns.

I am willing to have my bank accounts connected to cloud based accounting programs. *

I am willing to use cloud accounting applications for document management and payment processing. This creates a virtually paperless system for business. *

I already use one
Yes
No
Maybe

Please elaborate on your concerns *

Please let us know which one it is *

GENERAL BUSINESS INFORMATION

Are your taxes, corporate, payroll, and sales tax, current (within the last 3 months)? *

Yes
No
I'm Not Sure

Please let us know why not? *

Are your financial records, bookkeeping, up to date (current within the last 3 months). *

Please let us know why not? *

Do you track items for inventory? *

What program or system are you currently using for your accounting? *

QuickBooks Online User
Desktop System User
Xero User
Sage User
FreshBooks User
Excel Spreadsheet User
Manual/Paper User

What version and/or year are you currently using? *

Let's Get a View of Your Monthly Processing - Your Sales Process

Does your business have multiple locations? *

How many locations does your business have? *

How many bank accounts do you have (checking, savings, or deposit)? *

How many credit card accounts do you have? *

Which digital wallets do you accept (Square, PayPal, etc)? *

ApplePay
CashApp
GooglePay
PayPal
SamsungPay
Square
Venmo
Zelle
Not Applicable

Do you need all sales & customer data tracked through an accounting program? *

Yes
No
Maybe

Please give us more details *

How many invoices or sales receipts do you process each month? *

1-10
11-30
31-70
71-120
121-230
231-380
381-590
591-870
871+

What documents, reports and paperwork are you supplying us with (Invoices, sales reports, vendor bills...). *

If you you use an E-Commerce site to manage your sales (Big Commerce, Shopify...) who is it?

Which Gateway Processor do you currently use? Please mark one answer

Authorize.net
Stripe
PayPal
AmazonPay
Square
2Checkout
Not applicable

Do you currently use any of the payment processors below? Please mark any in use.

Clover
GoCardless
PayPal
Square
Stripe
Not applicable

Do you accept any of the digital wallets below? Please mark all you accept.

Amazon Pay
ApplePay
CashApp
Facebook Pay
GooglePay
Venmo
Walmart Pay
Zelle
Not applicable

Approximately how many sales transactions a month will need to be recorded?

Could we use a daily/monthly sales receipts in an accounting program (if your sales are tracked elsewhere) *

Yes
No
I don't know what that means

Do you use 1099 Contractors for any purpose? *

Do you have W-9 information for each 1099 contractor? *

What other services will your business require?

Do you manage inventory? *

What program is it? *

Do you buy and/or sell in foreign currency? *

What is your purchasing and accounts payable process?

Will we be entering your bills and expenses? *

Approximately how many expense transactions a month will need to be recorded?

What is your budget for Accounting/Bookkeeping Services? *

$350 - $ 500/month
$ 501 - 1500/month
$ 1501 - 3000/month
$ 3001 - 5000/month
No budget in mind

Would you mind telling us how you found us? *

Referral from a business associate
Referral from a Community Source, i.e., Public Library, Small Business Development Center, etc.
QuickBooks ProAdvisor Site
Event Attendance
Search Engine (Bing, Google, Yahoo!, etc.)
Social Media Post, i.e., Facebook, Instagram, Twitter, LinkedIn
Social Media Advertising - Facebook
Social Media Advertising - Instagram
Google Ad
Radio Advertising
Networking Event

Payroll Payments & Payroll Tax Returns

What is your tax payment frequency to the IRS? *

Monthly
Semi-Weekly

What is your tax report filing frequency to the tax agencies? *

Quarterly
Annually

How many states are you required to file payroll forms? *

How many state forms do you have to file? *

What is your tax filing frequency to the state tax agencies? *

How many localities are you required to file payroll forms? *

How many local forms do you have to file? *

What is the tax filing frequency for the localities? *

Do you want us to complete your end of year returns? *

Off Boarding/Unemployment Claims Administration

Do you want us to provide Termination Letters? *

Do you want us to process your unemployment claims electronically? *

Will we process any additional requests from the department of labor (unemployment office)? *

Would you like us to submit appeals after a negative notice of determination and attend appeal hearings? *

Human Resource Business Advisory

Do you want us to create/edit/maintain your employee handbook? *

Would you like us to provide information on compliance with federal, state, and local employment laws and regulations? *

Will you require us to provide you with new forms should forms not exist? *

Do you want us to produce special reports? *

Business Advisory

Will we perform file audits to ensure all required employee documentation is collected and maintained? *

Would you like knowledge of trends, best practices, regulatory changes, and new technologies in Human Resources, Talent Management and Employment Law *

Would you like recommended updates to Payroll software, systems and procedures? *

Would you like your audits facilitated by providing records and documentation to auditors? *

What is your budget for the combined monthly Payroll & Human Resource Administration Services? *

$350 - 500/mo
$501 - 1500/mo
$1501 - 3000/mo
No Budget in Mind

Anything else we should know?

How did you hear about us? *

Referred by a friend or colleague
QBO ProAdvisor Site
Search Engine (Bing, Google, Yahoo!, etc.)
Kansas City Better Business Bureau
Networking Event
Seminar
Social Media Post (Alignable, Facebook, Instagram, LinkedIn, YouTube, etc.)
Social Media Advertising - FB
Social Media Advertising - Instagram
Google Advertising
Radio Advertising

How did you hear about us? *

Referred by a friend or colleague
QBO ProAdvisor Site
Search Engine (Bing, Google, Yahoo!, etc.)
Kansas City Better Business Bureau
Networking Event
Seminar
Social Media Post (Alignable, Facebook, Instagram, LinkedIn, YouTube, etc.)
Social Media Advertising - FB
Social Media Advertising - Instagram
Google Advertising
Radio Advertising

Anything else we should know?

If you have answered the questionnaire, do you want to schedule an appointment? (We only finalize appointments if our questionnaire has been completed).

Schedule A Consultation

QBO Cloud Setup Discovery Questionnaire

Bookkeeping

Let's Get to Know Each Other for Your Payroll Quote!

Recruitment/New Hire Services

QBO Cloud Training Discovery Questionnaire

Specifics About Your Business Training Needs

Specifics About Your Business (QBO Cloud Setup Quote)

What are you looking for in an accounting professional? (Bookkeeping Intake)

Payroll & HCM Administration Services

Your Preferences - Quickbooks Training

Your Preferences

Let's talk about cloud financial technology.

GENERAL BUSINESS INFORMATION

Let's Get a View of Your Monthly Processing - Your Sales Process

What other services will your business require?

What is your purchasing and accounts payable process?

Payroll Payments & Payroll Tax Returns

Off Boarding/Unemployment Claims Administration

Human Resource Business Advisory

Business Advisory

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