9EG, LLC

When starting a new QuickBooks engagement with a new client we will want to ask the client questions to see if our services are a good fit. For example, we will want to know the industry the client is in and how large the client is. We may specialize our bookkeeping by industry or size. We may specialize our QuickBooks bookkeeping business to service businesses or sole proprietors. We will want to know if the business is continuing or if it is a new business. If it is a continuing business it would be good to ask about the current bookkeeping system and whether there was a prior bookkeeper. If there was a prior bookkeeper it would be good to ask what they licked or did not lick about the prior bookkeeper. We would also want to ask our new QuickBooks client about payroll, whether they have payroll or not and if they do have payroll is it done by a third party professional or do we want to run it through QuickBooks. We would also want to ask the potential QuickBooks bookkeeping client about their tax preparation needs and whether they work with an accounting or CPA firm.

I have over 30 years busniess and account/Operation back ground. My team of Bookkeeper, Accountant and CPA are ready to help our client on daliy basis.