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For tax related inquiries, please click below to be directed to our flagship company “Charleston Accounting and Tax”.

Tax Services

Bookkeeping Candidate Qualification Questionnaire
Business Name:
Business Owner Name:
Contact Information:
Email:
Phone:
Revenue Information:
What is your average annual revenue?
If your revenue is below $200,000, what is your profit margin?
Business Structure:
What type of business entity do you operate?
(e.g., sole proprietorship, LLC, corporation)
How long has your business been operating?
Financial Practices:
Do you currently have a bookkeeping system in place?
What accounting software do you use?
(e.g., QuickBooks, Xero, FreshBooks)
How often do you review your financial statements?
Future Needs:
What specific bookkeeping services are you seeking?
(e.g., accounts payable/receivable, payroll, tax preparation)
What challenges do you currently face with your bookkeeping?
(Open-ended)
Additional Information:
Is there any other information you believe is relevant to your bookkeeping needs?
(Open-ended)
Submission Instructions Please complete this questionnaire and submit it. We will review your responses and reach out to you to discuss your needs further.