Intake Questionnaire

Name(Required)

First Last

Email(Required)

Phone(Required)

What bookkeeping system are you currently using?(Required)

Quickbooks Online

Quickbooks Desktop

Spreadsheets

Xero

Stessa

Something else

Are you interested in getting set up on Quickbooks Online?(Required)

Yes

No

Sorry, we currently only work with Quickbooks Online. You may have better success searching for a bookkeeper that specializes in your system of choice.

How would you describe your real estate business?(Required)

Wholesaler

House Flipper

Landlord

How many deals did you close last year?(Required)

Approximately how much revenue from wholesaling did you earn last year?(Required)

How many flips did you complete last year?(Required)

How many active flips do you have going on right now?(Required)

How do you currently track your renovation costs?(Required)

How many rental properties do you own? Count the number of buildings, not doors(Required)

How much rent did you generate last year?(Required)

When was your last filed tax return?(Required)

What is your budget for hiring a bookkeeper?(Required)

REI Bookkeepers

239-298-3917

Connect With Us

greg@reibookkeepers.com