FERVELL CPA New Client Questionnaire

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Name* This field is required.
First Name
Last Name
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Phone Number* This field is required.
Please enter a valid phone number.
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Email* This field is required.
example@example.com
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What is the name of your business?* This field is required.
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What does your business do? Don't be shy. Feel free to share your bigger picture mission/purpose as well* This field is required.
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If FERVELL CPA were to join your business team, what would you want to be our first priority? Where do you feel we can be most helpful immediately?* This field is required.
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What do you hope to achieve in your business in the next 12 months? In the next 3-5 years? * This field is required.
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What matters most to you in working with a CPA?* This field is required.
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Which of the following best describes your current accounting structure? Don't worry if none of the responses are perfect. The goal here is to roughly estimate what you already have in place.* This field is required.
I DIY my accounting using excel, receipts, or other manual processes.
I DIY my accounting or engage a professional using Quickbooks or a similar software. I am not confident my numbers are right.
I keep good records using Quickbooks or another software (either DYI or by engaging a professional). I feel my numbers are mostly right but want more help understanding them. If I am working with another professional, I feel I could be getting better service and or insights into my business.
My bookkeeping/accounting is stellar (done either in-house or by a professional) and I'm ready to go to the next level of tax strategy and long-term planning.
I am a new business owner starting at square 1. Please help!
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Which of the following best describes your relationship to your financial statements?* This field is required.
I am not producing financial statements for my business and wouldn't know how to interpret them if I was.
I view my financial statements periodically but don't draw meaningful conclusions from them. I am not confident they are correct.
It feels like my financial statements are substantially correct. I would like a CPA to help me uncover key performance indicators and insights so I can better understand my numbers.
My financial statements are in great shape! I want to use the data to grow and scale my business
My financial statements are in great shape, but my business is underperforming and I hope to find some answers to turn it around.
I know how to interpret financial statements and have a sound understanding of accounting, but am not currently producing financial statements for my business due to capacity or other constraints.
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Are you looking for payroll services?* This field is required.
YESNO
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How would you describe the tax strategy your are currently using?* This field is required.
Not sure
It feels like we are not being strategic
We are making some strategic moves.
We are very strategic
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Where do you get information about your taxes and potential tax strategy currently?* This field is required.
I don't get any information about this.
Social media
A trusted professional
My own research
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Are there particular tax strategies that you have heard about and are interested in exploring for yourself or your business?* This field is required.
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How did you hear about FERVELL CPA?* This field is required.
Referral
Google/Internet
Other
Kyle or Ryan
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