New Client Questionnaire
Tell me about you and your business!
Full Name
*
First Name
Last Name
Business Name
*
Business Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Years in business
*
Gross Annual Revenue
*
If your business is less than 12 months old, Gross Annual Revenue Goal
Phone Number
*
Format: (000) 000-0000.
E-mail
*
example@example.com
Do you need PAYROLL services?
*
Yes
No
If yes, number of employees:
If yes, is Payroll ran:
Weekly
Bi-weekly
Twice monthly
Monthly
How many states do you have employees in?
*
Do you have any employee garnishments?
*
Yes
No
Do you need assistance with Workers' Compensation paperwork?
*
Yes
No
Do you need assistance with General Liability Insurance audits?
*
Yes
No
Do you provide any of the following employee benefits? (check all that apply)
Retirement benefits
Health Insurance
Number of Bank/Credit Cards issued in the business name:
*
Average number of transactions per bank account/card per month:
*
Accounts Payable:
*
Yes
No
Accounts Receivable:
*
Yes
No
Is your business required to pay Sales Tax?
*
Yes
No
If yes, in how many states?
Do you need Business Advisory Services?
*
Yes
No
I'm not sure, please tell me more!
Please let me know anything else you think I need to know to add value to your business!
Ready to meet? Find a time in my calendar!
Submit
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