Dynia CPA Onboarding Form

Dynia CPA Onboarding Form
Name

First NameLast Name
Phone Number

Area CodePhone 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
Address
Website (Optional)
What is your Industry?
Desired Services (Check All That Apply)
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?
If no, which Outside Payroll Service do you use?
How many years have you been in business?
What Size Is Your Business?
What Size is your Business in Annual Sales?
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)
Do you collect Sales Tax?
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)
Do you intend to use QuickBooks to track inventory?
If so, approximately how many Inventory Items do you stock?
I am primarily interested in using QuickBooks for (Check One)
Do you pay 1099 vendors (contractors)?
Approximate #
What is their preferred method of payment?
Do you need job costing reports?
If so, how many jobs are typically performed per month?
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
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
Do you have access to accurate, monthly profit and loss reports or year-to-date General Ledger balances from your previous system?
Please provide any further details you believe may be helpful
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Dynia CPA Onboarding Form

New Client Introductory Call Form