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

1. What type of business do you operate?

2. Which platforms do you sell on?

3. How long have you been in business?

4. What is your average monthly revenue?

5. Are you currently profitable?

Section 2: Financial Systems & Processes

6. Which accounting software do you currently use?

7. Are your books up to date?

8. Do you track Cost of Goods Sold (COGS)?

9. Do you operate on a cash or accrual basis?

10. How do you track inventory?

Section 3: Operational Complexity

11. Approximately how many SKUs do you sell?

12. How many financial accounts do you use?

13. How frequently do you place inventory purchase orders?

14. Are you collecting sales tax in multiple states or countries?

Section 4: Goals & Expectations

15. What’s your primary reason for hiring a bookkeeper?

16. How often do you need financial reports?

17. Are you currently working with a CPA or tax advisor?

18. What are your biggest frustrations with your current financial setup?

Section 5: Final Details

First Name *

Last Name *

Business Name *

Country

Website

Phone

Email *

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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.