Client Questionnaire for Services
Please fill this form out to the best of your ability. We use your answers to help guide our first discussion and it keeps us on track to discuss services you may need.
First Name
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Last Name
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Company Name
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Website
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Phone Number
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Email Address
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Describe your business in a few sentences:
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What type of entity is your business? (Sole Proprietor, LLC, S-Corp, Corporation)
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How many years have you been in business?
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What are your monthly gross sales? (On average)
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How many employees do you have? Are any of these contractors? If so, how many?
Do you outsource payroll?
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How many bank and/or credit card accounts do you have?
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On average, how many transactions per month do you have? (Both bank and credit card accounts)
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Are your tax returns current? When was the last time you filed taxes?
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Are your books current? When was the last time accounts were reconciled?
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How do you prepare your invoices? Do you want these done for you?
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How do you pay your bills? Do you want this done for you?
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Do you have inventory?
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Do you report sales tax?
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When do you need me to start?
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How did you hear about us?
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