New Client Consultation Questionnaire
Contact Info
How did you hear about Dennison Bookkeeping Services?
Business Name
Business Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Primary Contact Name
First Name
Last Name
Primary Contact Email
example@example.com
Primary Contact Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Back
Next
About Your Business
Tell me a little about your business. What do you do?
How long have you been in business?
How is your business set up?
Sole Proprietorship
LLC - Sole Member
LLC - SCorp
Corporation
Other
Back
Next
Employees
Do you have employees?
Yes
No
How many employees do you have?
Are they contractors or W-2?
Independent contractors (1099)
Employees (W-2)
How are they paid?
Direct Deposit
Check
Cash
How often do you pay your employees?
Back
Next
Finances
What is your standard/expected annual revenue/expenses (whichever is higher)?
What does a month look like for you in terms of sales volume?
Approximately how many invoices?
What does a month of expenses look like for you?
Do you keep your personal and business expenses separate?
Yes
No
How many business bank accounts, credit cards, and bank loans do you have?
Do you have online access to all your business bank accounts and credit cards?
Yes
No
If available through your bank(s), will you be willing to give me accountant (read-only) access to those online accounts?
Yes
No
How do you track your payables?
How do you invoice clients?
Back
Next
Bookkeeping
What are you currently doing for bookkeeping?
Do you currently use any accounting software? Do you have a bookkeeper? If you have been doing your own bookkeeping, how long does it generally take you? What isn't working well for you?
What financial statements would you like to receive?
Profit & Loss
Balance Sheet
Other
How often would you like to receive your financial statements?
Monthly
Quarterly
Annually
Back
Next
Taxes
Do you currently work with an accountant or tax specialist?
Yes
No
Have you missed any tax filings?
If yes, please indicate what types / how many.
What is the last tax return you have filed for your business?
Do you file tax extensions frequently?
Yes
No
Do you pay sales tax? If so, do you file monthly or quarterly reports?
In this instance, "paying" sales tax means you charge sales tax to your clients/customers, then remit that to the state.
Submit
Should be Empty: