Amp Expert Solutions Client Information Form

New Client Information Form

Please provide the information below to help us understand your needs
Client Information
Business Name*
Contact Person*

First NameLast Name
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
Business Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Tell us about your business*
Be sure to let us know how long you've been in business, your industry, and anything that you would like to share.
Current Accounting Setup
Do you currently have an in-house accountant or accounting team?*

YesNo
What accounting software do you use?*
Are you satisfied with your current accounting system?*

YesNo
Financial Management Needs
What are your primary goals for seeking accounting services?*
Are you interested in additional services like budgeting, tax preparation, or payroll management?*

YesNo
General Operations:
Average number of customers served:*
How many employees do you have?*
How is payroll managed?*
Legal and Compliance:
Have you encountered compliance issues in the past?*

YesNo
Communication Preferences:
Preferred communication method?*
How often would you like to receive reports & updates?*
Additional Information:
Any specific needs or concerns?*
Where did you hear about us?*
If Others or Referral please share
Consent:
By submitting, you consent to AMP Expert Solutions using this information for assessing your accounting needs and offering relevant services.*
Should be Empty:

New Client Information Form