Financial Planning and Accounting Setup Questionnaire

This questionnaire will help you develop a detailed financial forecast for your business, establish a robust accounting system, and understand your tax obligations.

Your Contact Information

First Name *

Last Name

Email *

Section 1: Financial Forecasts

Have you estimated your startup costs?

Yes, I have a detailed list

I have a rough estimate

Not yet, I need help with this

What are your expected operating expenses per month?

Less than $1,000

$1,000 to $5,000

$5,000 to $10,000

More than $10,000

How have you projected your revenue for the first year?

Based on market analysis

Comparing similar businesses

Guesswork

I haven't projected it yet

Do you know your break-even point?

Yes, I've calculated it precisely

I have a rough idea

No, I need assistance with this calculation

Section 2: Accounting System

Which accounting software are you planning to use?

QuickBooks

Xero

FreshBooks

I haven't decided yet

How do you plan to manage your accounting?

Myself with software assistance

Hiring an in-house accountant

Outsourcing to an accounting firm

I need more information to decide

Section 3: Tax Obligations

Are you aware of the tax obligations relevant to your business structure and location?

Yes, fully aware

Somewhat aware

Not aware, need more information

Have you planned for tax-saving strategies?

Yes, I have strategies in place

I've thought about it but haven't planned yet

No, I need guidance on this

Will your business collect sales tax?

Yes, it applies to my products/services

No, my products/services are exempt

I'm not sure

How often do you plan to review your financial status?

Monthly

Quarterly

Annually

I haven’t decided yet

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