New Client Interest Questionnaire

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?*

General accountingGrant accounting and complianceFinancial consultingHuman resourcesInventory managementGeneral business services and tax preparationOther
Business Information
Company Name*
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Entity Type*
Date of Incorporation*

MonthDayYear
Incorporation State*
Your information
Name*

First NameLast Name
Job Role*
Phone Number*
Please enter a valid phone number.
Email*
example@example.com
Current Accounting
What accounting software do you use?*
Number of Employees*
States Where Employees Work*
What is your current payroll system?*
Do you prepare your own payroll?*

YesNo
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?*
Does the business have inventory?*

YesNo
What states do you sell products in?*
Does your company receive a R&D tax credit?*

YesNo
How did you hear about us?*

Web Search (Google, IE, Bing, etc.)LinkedInPersonal ReferralOther
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