New Client Questionnaire I
I. What is your passion?
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II. What is your short-term goal?
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III. What is your long-term goal?
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IV. Why have you contacted our firm?
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V. Client Company Information
Client's Government Name:
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Client's Date of Birth:
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Company Name:
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Company Address:
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City/St/Zip:
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Phone Number:
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Sole Proprietorship?
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Please Select
Yes
No
Partnership?
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Please Select
Yes
No
C. Corp?
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Please Select
Yes
No
S. Corp?
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Please Select
Yes
No
LLC?
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Please Select
Yes
No
LLP?
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Please Select
Yes
No
Last Month of Tax Year (e.g. Dec, Fiscal, or Calendar Year)?
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Owner(s) Names / % of Ownership:
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Instagram:
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Type N/A if there's none
Twitter:
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Type N/A if there's none
Facebook:
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Type N/A if there's none
Other:
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Type N/A if there's none
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VI. Do you have insurance?
Health?
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Life?
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Other?
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VII. Do you have a Retirement account or Investment accounts?
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VIII. Is your brand/business incorporated? If yes, in what state? Do you have the documents?
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IX. Does your brand have a trademark or service mark? If yes, is it with a state or federal government?
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X. Do you have a standard service cost or price sheet?
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XI. How do you invoice for your products or services?
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XII. Do you have service agreements/product agreements?
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XIII. What system do you use to invoice third parties?
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XIV. Do you currently have agreements or relationships with the following professionals? If yes, what are their names?
CPA or Tax Practitioner
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Attorney
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Business Manager
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Agent
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Road Manager
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Payroll Processor
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XV. Do you have any current products or future products that you are selling, what to sell, or will sell?
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XVI. Who owns the rights to the products?
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XVII. Bookkeeping Information:
Number of Checking Accounts:
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Number of Credit Card Accounts:
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Number of Investments Accounts:
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Approximate number of transaction per month:
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Is your business checking account used to pay personal expenses?
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XVIII. Have all your business and personal tax returns been prepared for the last 3 years? Do you need tax return prepared?:
Business Tax Returns
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Personal Tax Returns
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XIX. Do you have employees? If so, how many employees do you have?
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Do you intend to use, or are you currently using Quickbooks to process your payroll?
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Yes
No
If YES, which Intuit Payroll Service do you use?
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How many sales do you complete per year (if applicable)? If you have several businesses, please specify these averages for each business.
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If NO, which outside Payroll Service do you use?
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XX. Do you have (or need) cash register, Point of Sale System, or separate customer billing software?
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Yes
No
If YES, which one?
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XXI. Do you have (or need) a project management system?
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Yes
No
If YES, which one?
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XXII. Do you need multi-user access?
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Yes
No
If so, what kind of network do you have?
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How many employees will access the file simultaneously?
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How many users on the network have access to the internet?
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What type of internet connection is available to the Quickbooks computer?
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XXIII. Do you pay 1099 vendors (contractors)?
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Yes
No
What's the approximate number?
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Do you have all their I-9 forms and independent contractor agreements executed?
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XXIV. Do you have a SWOT analysis or business plan?
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XXV. Do you have a defined mission statement, vision, value, and Company story?
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XXVI. Do you anticipate the need for the following services in the future?
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Event Planning
Marketing Liason
Insurance
Personal Shopper
Stylist
Celebrity Hair Stylist / Make-up Artist
Graphic Designers
Social Media Specialist
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