C & H Consulting, Inc.

QuickBooks Software Consulting, Small Business Consulting, Serving Greater Cleveland, Ohio and New Port Richey, Florida areas. 216-544-5630 office 216-251-2127 Fax

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When you contact C & H Consulting we will need some basic information to assist you.   If you print the information list and fill it out ahead of time you will be able to speed up the process of getting started and thereby reduce some expenses.  While no one likes to fill out forms this one is essential to yours and our success.  This form is not transmitted over the web and can not be filled out on this site. It must be printed and then filled out.  You then have the options of faxing the completed form, mailing the form, or personal delivery.
 

Questions:

  1.   What is the name of your company?
  2.   What is your address?
  3.   What is your Contact information?
  4.   Phone numbers office and cell
  5.   Fax
  6.   Alternate contact name and phone
  7.   How many computers do you have?
  8.   If more then one are they networked and how many?
  9.   Have you already purchased QuickBooks?
  10.   Have you installed your Quickbooks?
  11.   Have you registered your copy?
  12.   Which Edition did you purchase?
  13.   What type of company do you have? ie. retail, mfg, 
  14.   How long have you been in business?
  15.   What operating sytem are you using?
  16.   Do you have employees?
  17.   Do you have an accountant? 
  18.   Did he/she recommend QuickBooks?
  19.   Have you used QuickBooks before?
  20.   What Version?
  21.   Do you track inventory,
  22.   Do you have a WEB Site?
  23.   Do You have outstanding accounts receivables?
  24.   Do you have any vendors?
  25.   Have you set up company bank accounts?
  26.   Do you have a separate account for tax and payroll
  27.   Do you charge sales tax?
  28.   Have you obtained a vendors license
  29.   Do you have an EIN
  30.   Do you have a payroll company that does your payroll 
  31.   How many Counties, or States do you operate in?
  32.   Do you do any shipping?
  33.   Approximately number of inventory items you have?
  34.   Do you prebuild items for sale?
  35.   Do you have current work in progress

 

 

 Answers:

  1. __________________________________________
  2.  Street_______________   City ___________zip______
  3.  Name _______________
  4.  Office (    )________  Cell (     )_____________
  5.  fax (     )_________  
  6.  Name (     )_________  Phone (     )___________
  7.   #_________
  8.   Yes  No  #_______
  9.   Yes  No
  10.   Yes  No
  11.   Yes  No
  12.   Simple start, Pro, Premier,Enterprise
  13.   ____________________________________
  14.   years _______  Months __________  New _________
  15.   Windows   XP   XP  Vista
  16.   Yes   No  Number of employees_____
  17.   Yes   No  _______________________
  18.   Yes   No
  19.   Yes   No 
  20.   Yes   NO  Version ____________Year____________
  21.   Yes   No   
  22.   Yes   No   Address_____________________________
  23.   Yes   No   how many ____________
  24.   Yes   No   how many ____________
  25.   Yes   No  
  26.   TAX:  Yes  No      Payroll: Yes   No
  27.   Yes  No
  28.   Yes  No
  29.   Yes  No  EIN #___-_________________
  30.   Yes  No Name of company  ________________
  31.   Counties___________  States ____________
  32.   Yes  No    Carrier of choice
  33.   _______________________
  34.   Yes  No
  35.   Yes  No