Prospective New Client Survey
To get a better idea of how Premier CPAs can assist you, please complete this brief questionnaire.
Email
*
example@example.com
Which level of service do you think best fits your business needs?
*
Seedling
Roots
Evergreen
Other - I'm interested in a customized plan
Are you the sole owner of your business?
*
Yes
No
How do you file your business tax returns?
*
Sole Proprietor
LLC
S-Corp
Other
Is your company based in the United States?
*
Yes
No
Do you own multiple businesses?
*
Yes
No
What is your average annual revenue range?
*
$100k-$250k
$250k-$500k
$500k-$1m
More than $1m
Do you currently use QuickBooks to manage your bookkeeping?
*
Yes, I use QuickBooks
No, but I would like to start using QuickBooks
No, I am not interested in using QuickBooks
Are you up to date on your tax return filings - income tax, payroll tax and sales tax?
*
Yes
No
If your tax return filings are not up to date, are you currently on a payment plan?
*
Yes
No
Not Applicable
Are you willing to switch from your current payroll provider to Premier's in-house payroll services?
*
Yes
No
Not applicable. I do not have employees.
Do you offer your employees a retirement plan?
*
Yes
No
How did you hear about Premier CPAs?
*
Referral from a friend or colleague
Internet search
Social media
Word of mouth
Other
Please add any information you feel we should know to better assist you.
Please provide your name and best way we can reach you.
*
Submit
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