Prospective Client Questionnaire
1- Do you own a business?
*
Yes
NO
2- Name of business (if applicable)
3- What type of business?
*
LLC
S Corp
Sole Proprietorship
Non-profit
Partnership
Starting a business
Other
4- What is the annual revenue of your company
*
Less than $100k
$100k - $500k
$500k - $1M
$1M - $2M
Over $2M
5- What services do you need help with?
*
Bookkeeping
Invoicing
Accounts Receivable
Accounts Payable
Cash Management
6- How many employees do you currently have?
*
7- How soon do you need bookkeeping services?
*
ASAP
1-3 months
3-6 months
6-9 months
1 year+
8- What is your preferred method of communication?
*
Phone
Email
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
Submit
Should be Empty: