New Client Interest Questionnaire
Thank you for placing your trust in Accounting and Business Solutions of Eastern Carolina for your accounting and financial needs. We look forward to the opportunity of working together. Please complete the New Client Interest Questionnaire below as thoroughly as possible and attach all required files. The information you provide allows us to better understand your business needs and what you are looking for so we can begin to identify the best recommendations of services we can provide. Once you have completed the form, a member from our team will be back in touch. If you have any questions, please contact mjthompson@accountingsolutionsenc.com. Please note that all information you share will remain secure and confidential.
What services can we help you with?
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General accounting
Grant accounting and compliance
Financial consulting
Human resources
Inventory management
General business services and tax preparation
Other
Business Information
Company Name
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Address
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Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Entity Type
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Please Select
LLC
Sole-Proprietor
C-Corp
S-Corp
Partnership
Not-For Profit
Date of Incorporation
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-
Month
-
Day
Year
Incorporation State
*
Your information
Name
*
First Name
Last Name
Job Role
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Phone Number
*
Please enter a valid phone number.
Email
*
example@example.com
Current Accounting
What accounting software do you use?
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Please Select
QuickBooks
QuickBooks Online
Xero
Excel
Other
Number of Employees
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States Where Employees Work
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What is your current payroll system?
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Do you prepare your own payroll?
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Yes
No
If yes: What payroll software do you use?
If you use a payroll company, please provide contact info.
Does your business receive grants? If yes, what kind of grant?
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Please Select
National Institutes of Health (NIH)
Department of Defense (DOD)
National Science Foundation (NSF)
Department of Energy (DOE)
Other
Company does not receive grants.
Does the business have inventory?
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Yes
No
What states do you sell products in?
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Does your company receive a R&D tax credit?
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Yes
No
How did you hear about us?
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Web Search (Google, IE, Bing, etc.)
LinkedIn
Personal Referral
Other
Submit
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