CLIENT QUESTIONAIRE

CLIENT QUESTIONAIRE
Name*
Address*
Phone Number*
Company Name*
Company Address*
Company Phone Number*
1. Describe your business in a few sentences*
2. What type of entity is your business LLC SECorp etc.?*
3. How many years have you ran this business?*
4. What are your monthly gross sales On Average?*
5. How many employees do you have?*
6. Are any of these contractors If so how many?*
7. Do you outsource payroll?*
8. How many bank and/or credit card accounts do you have?*
9. On average, how many transactions per month do you have? (Both bank and credit card accounts)*
10. Are your tax returns current?*
11. When was the last time you filed taxes?*
12. How do you prepare your invoices?*
13. Do you want these done for you?*
14. How do you pay your bills? *
15. Do you want this done for you?*
16. Do you Have Inventory?
17 Do you report sales tax*
18 When would you need me to start
Signature*

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