Prospective Client Questionnaire
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
Please enter a valid phone number.
Spouse / Partner Name
First Name
Last Name
What motivated you to reach out to Baldridge Financial?
*
Background Information
Are you up to date on your tax filings
*
Yes
No
Are you a business owner?
*
Yes
No
What is your annual business revenue?
What is your employment?
What business entity type is your company?
Sole Proprietor
LLC
S-Corp
C-Corp
I need assistance creating an entity
N/A
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Company information
Company Name
Number of employees including you
Please briefly explain what your company does
Are you interested in bookkeeping services for this business?
*
Yes
No
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Accounting Information & Needs
Your company files federal taxes
On a cash basis
Accural
Not sure
Accounting software you use
If QuickBooks, please indicate Desktop or Online
Payroll software or company
What bank is your main business account with?
Estimated number of check/debit transactions you have each month
Which ones do you enter?
Bills
Payments
Checks
Other
Do you pay 1099 vendors?
Yes
No
Approximately, how many invoices do you generate each month?
Please select the ones that appropriate to you
Accepting credit cards
Collecting sales tax
Tracking inventory in Quickbooks or other software
Other
Number of bank accounts you have
Number of credit cards you have
Do you have any experience to work with a bookkeeping service before?
Yes
No
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Financial Planning
Are you interested in a comprehensive financial plan?
Yes
No
Maybe
Financial Planning Questions
Names and ages of members of your household
How much cash do you have (checking/savings?
How much debt do you have? (Please break down the type(s) of debt you have, their amounts, and interest rates -- student loans, auto loans, credit card debt, etc.)
How much total retirement savings do you have? (Please include 401(k)s, IRAs, Roth IRAs, etc.)
If you have any other investments, list them here.
Additional information
Anything additional you want us to know about you or your business?
Can we add you to our mailing list?
Yes
No
Already on it!
Please verify that you are human
*
Submit
Eligible for Proposal
Yes
No
Services selected
Tax
Bookkeeping
Financial Planning
Other
One time fee of
Recurring fee of
Recurring fee cadence - monthly, quarterly, annually
Fee notes?
Tax deliverables
Bookkeeping deliverables
Financial planning deliverables
Should be Empty: