Quick Questionnaire

Quick Crunchit Questionnaire

Please provide detailed responses to the following questions to help us better understand your financial processes and goals.

Quick Questionnaire

First Name

Last Name

Phone Number

1. Describe your daily process for exporting and/or inputting data into QuickBooks and who is responsible for that function:

2. Describe how daily invoices, credit memos, deposits, and checks written are recorded:

3. Who reconciles and pays the sales tax, and how do you process the payment:

4. How often does your accountant/bookkeeper review the P&L, Balance Sheet, and Statement of cash flow for accuracy:

5. What financial reports do you use regularly:

6. What are your main pain points regarding your financial records that you would like to correct:

7. What is your corporate structure and tax election? (Example: LLC taxed as an S-Corp)

8. What are your financial goals over the next 12-18 months:

9. What are your average monthly sales and car count by location:

10. When do you recognize sales in CCC? (close date or delivery date)

11. Do you have a Prebate in place with your P&M supplier, and if so, do you record the buy down in your financials:

12. Do you use a third-party payroll service: