Client Interest Form
Thank you for your interest in Mason and Gardner CPAs LLC. We value each and every relationship we build with our clients. The goal of this form is to gain a better understanding of who you are and how you like to run your business. The information you provide will help us begin to identify your specific needs and ensure alignment of your goals with our service recommendations. Upon completion of the interest form, a team member will be in contact with you within 2 business days. We look forward to learning more about you and your business! (The estimated time to complete this form is less than 10 minutes).
What services are you most interested in? Select all that apply:
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Consulting and Advisory - i.e. outsourced CFO services, business planning, succession planning, income strategies, process improvement, mergers and acquisitions, fraud investigations.
Accounting and Maintenance - i.e. tax preparation, payroll processing, accounting and bookkeeping, financial statement preparation.
Audit or Attest - i.e., audit, review, or compilation of financial statements or agreed upon procedures
Your name:
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Your business name:
Have you worked with us in the past?
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Yes
No
What is your primary occupation or line of business?
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Which best describes you or your industry?
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Individual - non-business owner
Trust or estate
Agriculture
Construction
Food or hospitality industry
Professional services
State or local government
Not for profit
Retail
Other
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Entity Type
Please Select
LLC
S Corporation
Sole Proprietor
Corporation
Other
Are you the primary decision maker?
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Yes
No
How many years have you been in business?
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How many employees do you have?
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None, it's just me
Partnership
1-5
6-15
More than 15
Describe your business. What do you do? Who do you serve?
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What size is your business in annual sales or gross receipts?
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New startup
Under $100,000
Between $100k-$250k
Between $250k-$500k
Between $500k-$1 Million
Over $1 Million
Are you looking to grow? If so, what is your target annual revenue, and how quickly would you like to get there?
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Do you have the financial resources to invest into gaining control of your company's finances, and are you ready to make that investment?
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Yes
No
Maybe
How passionate are you about your business?
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1
2
3
4
5
How open to change are you and your staff? 1 - We're pretty happy with the way things are; 3 - We're happy, but we are open to improvements; 5 - Boy, do we need some change around here!
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1
2
3
4
5
1 is , 5 is
What do you love most about your business?
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How involved are you in your current accounting processes? Select all that apply.
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Extremely involved
Somewhat involved
Would like to be more involved
Would like to be less involved
Accounting processes? We have those?
What, if any, accounting software systems do you use?
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Quickbooks Online
Quickbooks Desktop
Other cloud based system
Other desktop system
None
What do you worry about most often?
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What kind of services are you looking for? Pick as many as you like!
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Accounting and Payroll Services
Accounting Software Selection and Implementation
Audits, Reviews, Compilations, Agreed Upon Procedures
Business Advisory and Planning
CFO or Controller Services
Fraud Investigation
Mergers and Acquisitions
Process Improvement
Succession Planning
Tax Planning and Preparation
Other
How urgent is your timeline? 1 - Any time in the next 12 months. 3- I am flexible but would like to make progress in the next 90 days. 5 - The IRS is knocking on my door and everything is on fire.
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1
2
3
4
5
1 is , 5 is
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What do you think has been stopping you from reaching your business and financial goals?
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Are you ready to change that?
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Yes
No
Maybe
Have you worked with a bookkeeper or accountant before?
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Yes
No
Have you worked with an advisor before?
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Yes
No
Who prepared your last tax return, and which tax year was last filed?
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A Word On Pricing
We take pride in the quality of our work and value transparency. Our minimum price for new client returns in 2024 is $800 for trusts/businesses and $400 for individuals. Please continue to provide your availability and contact information and submit your questionnaire.
How did you hear about us?
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Google or other search
Social Media
Business Associate
Personal Referral
Other
If a personal referral, who should we thank?
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What is the best time to reach you?
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Anytime of the day Monday-Friday
Monday-Friday in the afternoon
Monday-Friday in the morning
Please provide the best phone number to contact you:
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Is this a cell phone?
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Yes
No
Other
Please provide your email address?
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Please provide primary address or address of business.
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Anything else you would like us to know before we schedule our first meeting? Questions, comments, feedback, etc.?
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