New Client Questionnaire
QuarterMaster Bookkeeping LLC
Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
What is the *Legal* name of your business?
What State is the business located in?
Which tax form does your business file?
Schedule C, E, or F attached to a 1040
1065 for partnership
1120 S for an S-Corporation
1120 for C-Corporation
990 for non-profit
How many bank accounts do you use for your business?
How many credit cards do you use for your business?
Do you use any of the following?
Paypal
Square
Stripe
Venmo
Another payment processor
Payroll services or an accountant who runs payroll for you
Third-party point of sale system
CRM or invoicing system (Dubsado, Honey, etc.)
How many deposits are made in your business each month?
How many withdrawals and credit card charges do you have each month ?(including personal transactions and draws that come out of the accounts used for business)
How many checks (paper or electronic) are included in the answer to number 9?
How did you hear about us?
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