The Right Reports – Client Intake Questionnaire

Purpose: To help us understand your business, streamline your setup, and make sure you get the right reports — fast.

Section 1: Business Overview

Business Name

Business Owner First Name *

Business Owner Last Name *

Phone *

Email *

Address

Street Address

City

State

Country

Postal Code

When did your business start operating?

Do you currently have your MC Authority?

1

2 - 5

6+

Are you an owner-operator or do you manage a fleet?

Owner-Operator

Small Fleet Owner

Dispatcher or Broker

Section 2: Financial Setup

Do you currently use QuickBooks?

Yes (Online)

Yes (Desktop)

Not yet, but I plan to

Not sure

Do you use a business credit card for expenses?

Yes

No

Business Bank Account(s):

Do you factor your invoices?

Do you use any dispatch software (e.g., Truckstop, DAT, TMS)?

Do you use fuel cards?

Do you currently have a payroll system or pay drivers manually?

Payroll System (e.g., ADP, Gusto, QuickBooks Payroll)

Manual / Zelle / CashApp

N/A (Owner-only)

Section 3: Bookkeeping Needs

Which services are you most interested in? (check all that apply)

How often would you like your reports delivered?

Monthly (Standard)

Quarterly (Simplified option)

What’s been your biggest frustration with bookkeeping or taxes so far?

What would you love to understand better about your numbers each month?

Section 4: IFTA & Compliance

Do you currently file IFTA (International Fuel Tax Agreement) returns?

Yes, every quarter

No, I’m not sure how

Not yet (new carrier)

Do you track miles per truck per state or province?

Yes

No

Sometimes

Where do you record fuel purchases? (receipts, card, app, etc.)

Would you like us to manage and file your IFTA quarterly returns for you?

Section 5: Getting Started

Do you have prior year financials or tax returns?

Yes

No

Preferred way to communicate:

Phone

Text

Email

Best day/time to reach you: