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Client Questionnaire

Client Questionnaire

General Inquiry
  • 1
    Do you need assistance for yourself, business or both?
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  • 8
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  • 9
    Select as many as you would like
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  • 10
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  • 11
    With your personal financial aspects
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  • 15
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  • 16
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  • 17
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  • 18
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  • 19
    (QBO/Receipts/Excel)
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  • 21
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  • 22
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  • 23
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  • 24
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  • 25
    If new business feel free to project a number
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  • 26
    Select as many as you would like
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  • 27
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  • 28
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  • 29

    What platform do you use?
    How often do you run payroll?   
    How many employees do you have?     

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  • 30
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  • 31
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  • 32
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  • 33
    If none yet, please indicate which you are interested in learning more about
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  • 34
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  • 35
    With your business financial aspects
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  • 36
    Please provide as much details as possible
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