Dynia CPA Onboarding Form
Name
First Name
Last Name
Phone Number
-
Area Code
Phone Number
Email
example@example.com
New Client Introductory Call Form
Please fill out so we can better assess your accounting software needs. If necessary, attach more information about your specific needs that will help us better understand your business.
Job Title
Company Name
Entity Type
Sole Proprietor
Partnership
C Corporation
S Corporation
LLC
LLP
Not Sure
Address
Website (Optional)
What is your Industry?
Agriculture/Farming
Automotive Sales/Repair
Computer/Software
Construction/Contractors
Consulting
Design/Architecture/Engineering
Financial Services
Government Agency
Hospitality
Insurance/Brokerage
Lawn Care/Landscaping
Legal
Marketing
Manufacturing
Medical/Dental/Health Services
Non-Profit
Property Management
Real Estate/Developer
Restaurant/Bar
Retail
Salon/Beauty
Telecommunications
Transportation
Wholesale Distribution
Desired Services (Check All That Apply)
Set Up Services
Catch Up & Clean Up Services
Ongoing Reconcilations & Reporting (Bookkeeping)
Invoicing (AR)
Billing (AP)
Payroll
Training
Troubleshooting
Other
What accounting solution are you currently using? (e.g. QuickBooks Online, QuickBooks Desktop, Xero or another accounting software solution, compilation or bookkeeping services, a manual ledger system, etc.)
Do you intend to use, or are you currently using, QuickBooks to process your payroll?
Yes
No
If no, which Outside Payroll Service do you use?
How many years have you been in business?
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20+
What Size Is Your Business?
Just Me
A Partnership
1-5 Employees
6-10 Employees
11-20 Employees
21+ Employees
What Size is your Business in Annual Sales?
Brand New - No Sales
Under $50K
$50K - $100K
$100K - $500K
$500K - $1M
$1M - $5M
Over $5M
What are your intentions for the business? (Example: Grow in Sales, Grow in Size, Operate Debt Free, Get Organized, etc)
Income Types Received (Select All That Apply)
Bank Transfer
Cash
Check
Credit Card
Paypal
Square
Wire Transfer
Other
Do you collect Sales Tax?
Yes
No
How many ACTIVE customers/clients do you have (within the past 365 days)?
Please List the Financial Institutions (Chase, Bank of America, Huntington, etc) with whom you have Business Banking relationships
Expenses: Payment Methods Used (Select All That Apply)
Cash
Check
Credit Card
Debit Card
Wire Transfer
Paypal
Bill.com
Bartering
Other
Do you intend to use QuickBooks to track inventory?
Yes
No
If so, approximately how many Inventory Items do you stock?
I am primarily interested in using QuickBooks for (Check One)
Management of the company only - tax return information is not kept in QuickBooks
Preparing financial statements for my tax returns or creditors only - no need for management reports
Both management and tax return records are essential to be tracked in QuickBooks
Do you pay 1099 vendors (contractors)?
Yes
No
Approximate #
What is their preferred method of payment?
Cash
Check
Direct Deposit
Barter
Other
Do you need job costing reports?
Yes
No
If so, how many jobs are typically performed per month?
1
2
3
4
5
6
7
8
9
10+
On a scale of 1 to 10, 1 being no BOOKKEEPING experience and 10 being a BOOKKEEPING expert, rate the skill level of your QuickBooks users
1
2
3
4
5
6
7
8
9
10+
On a scale of 1 to 10, 1 being no QUICKBOOKS experience and 10 being a QUICKBOOKS expert, rate the skill level of your QuickBooks users
1
2
3
4
5
6
7
8
9
10+
Do you have access to accurate, monthly profit and loss reports or year-to-date General Ledger balances from your previous system?
Yes
No
Please provide any further details you believe may be helpful
Submit
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