Client Check-in
About this form: At different times throughout the year we like to have a check-in with our clients to ensure all parties are on the same page and determine if pivots are necessary to maximize tax savings and profitability. Business needs can change throughout the year and we want to work with you to stay updated. We will use the information provided in this form during our next meeting.
Estimated time to complete this form:
5-10 minutes
Has there been any adjustment to wages since our last meeting?
Yes
No
Have you hired any new employees since our last meeting?
Yes
No
Are you looking to hire new employees before the end of the current year?
Yes
No
Have business needs changed since our last meeting? (Ex: New vehicle, New office space, Expansion plans)
Yes
No
You indicated business needs have changed, please provide details below:
Are you up-to-date with business taxes owed in the current year?
Yes
No
Unsure
Other (describe)
Is there anything else we can help you with?
Yes
No
You indicated you'd like additional help, please provide details below:
Have business goals changed since our last meeting?
Yes
No
Unsure
Have personal wealth goals changed since our last meeting?
Yes
No
Unsure
At present, do you see any business changes on the horizon we should plan for next year? (Ex: Vehicles, new office, equipment, additional locations, etc.)
Yes
No
Unsure
You indicated business changes may be coming, please describe below:
We will review your Financial Statements at our next meeting, are there any concerns or questions you have? Please list below.
Do you have any questions or concerns about your accounting records that need to be discussed?
Yes
No
You indicated that you have questions or concerns about your accounting records, please list them below:
Please select any additional items below you'd like to discuss during our next meeting:
Health Insurance
Employee Retirement Account Planning
Personal Retirement Account Planning
Workers Compensation
Independent Contractor vs. Employee Analysis
State or Federal Tax Changes
Cash Flow Planning
You are almost DONE! Review the two items below.
SUBMIT YOUR ANSWERS:
Once complete, click "Submit Answers" to transmit your response to our office. Select "Save for Later" if you'd like to edit responses prior to submitting.
YOUR ANSWERS WILL BE REVIEWED:
We will review your submission to determine next steps. Thank you for your time in completing this form!
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