New Client Information Form
Please provide the information below to help us understand your needs
Client Information
Business Name
*
Contact Person
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Business Address
*
Street Address
Street Address Line 2
City
State / 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?
*
Yes
No
What accounting software do you use?
*
Are you satisfied with your current accounting system?
*
Yes
No
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?
*
Yes
No
General Operations:
Average number of customers served:
*
How many employees do you have?
*
How is payroll managed?
*
Please Select
In-house
Outsourced
Legal and Compliance:
Have you encountered compliance issues in the past?
*
Yes
No
Communication Preferences:
Preferred communication method?
*
How often would you like to receive reports & updates?
*
Please Select
Weekly
Bi-Weekly
Monthly
Quarterly
Annually
Additional Information:
Any specific needs or concerns?
*
Where did you hear about us?
*
Please Select
Our Website
Social Media
Friend/Referral
Other
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.
*
Please Select
I Agree
Submit
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