Your practice: operates and invoices under its own business name; serves other current clients; is listed publicly, for example in the QuickBooks Online ProAdvisor directory or on its own website; holds the business license its location requires; carries errors-and-omissions insurance of at least USD 250,000, third-party fidelity or crime coverage for client funds of at least USD 50,000, and network security and privacy liability coverage of at least USD 250,000 with breach-response cover; the services agreement sets the final limits. The questions cover your legal business name and form, years in practice, the number of current clients and their industries, ProAdvisor status, insurance in force, who personally performs the work, your proposed monthly fee, your licenses, where the practice performs its services, one example of AI-assisted bookkeeping, and any existing relationship with goCloudOffice®.