Client Interest Form

Client Interest Form
Thank you for your interest in Varney & Associates, CPAs, LLC. We look forward to learning more about you and/or your business. In order for us to best serve you, we’d like to know more about your needs and operations. Once we have the information you provide, we can begin to evaluate if our services align with your goals.

Upon completing the form, a team member will contact you within two business days.
Name*

First NameLast Name
Business Name
Have you worked with us in the past?*

YesNo
Which best describes you or your industry?*

Individual – non-business ownerTrust or EstateAgricultureConstructionEntertainmentFood IndustryGovernmentProfessional ServicesManufacturingReal EstateRetailNot for ProfitOther
What kind of services do you need? Select all that apply*

Business Advisory and ConsultingAccounting and PayrollAudits, Reviews or Compilations of Financial StatementsTax Planning and PreparationBusiness InsightsBusiness ValuationAgribusiness ServicesOther
Who currently prepares your taxes and which tax year was last filed?*
How did you hear about us?*

Social MediaOnline SearchVarney Team ReferralPersonal ReferralOther
Varney Team Name
Who should we thank?
What kind of services do you need? Select all that apply*

Business Advisory and ConsultingAccounting and PayrollAudits, Reviews or Compilations of Financial StatementsTax Planning and PreparationBusiness InsightsBusiness ValuationAgribusiness ServicesOther
What is your entity type?

Sole ProprietorLLCS CorporationC Corporation
How many years have you been in business?
What is your annual sales amount?

New StartupLess than $100,000Between $100K - $500KBetween $500K - $1 MillionBetween $1 Million - $10 MillionOver $10 Million
How many employees do you have?

Zero1-1011-20More than 20
What if any accounting software system do you use?

QuickBooks – OnlineQuickBooks – DesktopOther cloud-based systemOther desktop system
What is the name of the system?
Who currently prepares your taxes and which tax year was last filed?*
How did you hear about us?*

Social MediaInternet SearchPersonal ReferralOther
Who should we thank?