CTG Client Intake Form
Fill in the information below.
Rows
Information
Company Name
Address
Contact Person
Title
Phone Number
Email
When did you start your company?
Details about business
What kind of business do you run?
How many employees do you have?
What is your projected Annual Revenue
Payroll Provider
Benefits
Payroll Taxes/Processing
Rows
Information
How many office/admin staff do you have right now?
Who is in charge of your payroll? (Paychecks, ADP, or in-house)
How much money does your company make on a monthly basis?
Depreciation schedule - Describe the equipment and obtain a schedule of depreciation.
Contractors: Make a list of all the major contractors.
Insurance for Liability (WC, Property & Casualty, Liability)
Other types of insurance (Life, Disability Voluntary Benefits)
Describe the retirement strategy that you have in place:
Do you have any legal directives in place (Wills, Durable Powers of Attorney, Living Wills, Health Care Proxy)?
Submit
Should be Empty: