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Bookkeeping Discovery

Choosing the right bookkeeper is essential to sustainable growth, financial clarity, and long-term profitability. This quick survey helps us understand your business needs so we can support you more effectively.

🧾 Bookkeeping Discovery Questionnaire

Choosing the right bookkeeper is essential to sustainable growth, financial clarity, and long-term profitability. This quick survey helps us understand your business needs so we can support you more effectively.

We’ll do our best to match you with the ideal bookkeeper based on your answers.

Time to complete the survey: 3 Minutes.

Section 1: Business Overview

What year did the company start?

Company type of entity?

What type of business do you operate?

Which platforms do you sell on?

How long have you been in business?

What is your average monthly revenue?

Ballpark # of sales transactions you have per month?

Are you currently profitable?

Section 2: Financial Systems & Processes

Which accounting software do you currently use?

Are your books up to date?

Do you track Cost of Goods Sold (COGS)?

Do you operate on a cash or accrual basis?

How do you track inventory?

If you use a payment processor or gateway, which one do you use?

Section 3: Operational Complexity

Approximately how many SKUs do you sell?

How many financial accounts do you use?

How frequently do you place inventory purchase orders?

Are you collecting sales tax in multiple states or countries?

What is your current inventory setup?

Section 4: Goals & Expectations

What’s your primary reason for hiring a bookkeeper?

How often do you need financial reports?

Are you currently working with a CPA or tax advisor?

What are your biggest frustrations with your current financial setup?

Additional notes or comments (if any)

Section 5: Final Details

First Name *

Last Name *

Business Name *

Country

Website

Phone

Email *

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Powerful Features to Optimize Costs, Streamline Operations, and Maximize Profitability

📄 Create a PO

Streamline Your Procurement Process Effortlessly initiate your purchasing journey by creating a detailed purchase order (PO). Our platform helps you specify quantities, product details, and supplier information for a smooth start.

🧾 Receive the Invoice

Stay Organized with Automated Invoicing After confirming your purchase order, receive and manage your supplier’s invoice. Easily keep track of invoices and documents to avoid payment delays and streamline accounting.

💸 Invoice Paid

Simplify Your Payments Quickly and efficiently process invoice payments, keeping your cash flow in check and your suppliers satisfied. Track every transaction in one place.

🏭 Production Begins

Kickstart Production with Confidence Once your payment is made, production begins. Our system ensures that materials and schedules are aligned for a smooth manufacturing process.

✅ Production Complete

Celebrate Milestones with Completed Production Once production is complete, you will be notified. Stay informed throughout the process to ensure all timelines and quality standards are met.

⏳ Lead Time Captured

Production Lead Time Captured ⏳ Analyze and Optimize Lead Times Automatically capture production lead times to help improve planning. Use our analytics to assess production efficiency and enhance scheduling for future orders.

📊 Inbound Lead Time

Gain Insights into Total Lead Time Monitor the total lead time from production to delivery. Our system captures data at each stage, enabling you to identify bottlenecks and optimize operations for faster delivery.

🚚 Create a Shipment Plan

Plan Shipments with Precision Easily create a shipment plan tailored to your needs. Coordinate with shipping providers and track shipments at every stage to ensure timely delivery.

📩 Request a Quote

Get Competitive Shipping Quotes Request quotes from multiple shipping carriers directly through our platform. Compare options side-by-side to find the best rates for your shipment.

📦 Select Shipping Carrier

Choose the Best Shipping Partner Select the optimal carrier based on cost, delivery speed, and reliability. Our system helps you make informed decisions to reduce shipping costs and ensure on-time delivery.

🌍 Goods in Transit

Track Your Shipments in Real-Time Stay updated on your goods’ journey with real-time tracking. Know exactly where your shipment is at any given time and when it will arrive.

💳 Send Notifications

Streamline Shipping Payments Once the goods are delivered, receive and pay the shipping invoice effortlessly. Keep all shipping costs organized and ensure prompt payments for smoother logistics.

📥 Goods Received

Confirm Receipt of Goods When your goods arrive, promptly confirm their receipt. Our system logs the details to ensure inventory is updated, preventing discrepancies.

📦 Goods Added

Enhance Inventory Management Easily add received goods to your inventory. Accurate inventory management helps you keep track of stock levels, preventing stockouts or overstocking.

📊 Stock Values Calculated (FIFO)

Optimize Your Inventory Valuation Use the First In, First Out (FIFO) method to calculate stock values. Our platform ensures accurate financial reporting and effective inventory management.

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WHO IS THIS FOR

SellerVue is a data-driven platform for eCommerce sellers that delivers real-time insights to optimize supply chain operations and drive profitability.

Have A Tremendously Profitable Day.