Alliance Accounting Client Interst Form

CLIENT INTEREST FORM QUESTIONS
1. Today's Date*

MonthDayYear
2. Your Name:*

First NameLast Name
3. Have you worked with us in the past?*

YesNo
4. What is your primary occupation or line of business?*
5. Entity Type:*

CorporationFarm or BusinessIndividual(s)
THIS IS WHERE THE QUESTIONNAIRE WILL BRANCH OFF:

A) If Corporation, Farm or Business - Continue OR B) If Individual, skip to Question #22
6. Your corporate year end month (if applicable):
7. Your business/operation name:
8. Your position within the business/operation:
9. How many years have you been in operation?
10. How many employees do you have?

Just me!Partnership1-55-15More than 15Other
11. Describe your business/operation. What do you do? Who do you serve?
12. What size is your operation in annual sales?

New StartupUnder $100,000Between $100K - 250KBetween $250K - 500KBetween 500K - $1 MillionBetween $1 Million - $5 MillionOver $5 MillionOther
13. What is the core goal(s) for your business/operation?
14. Are you willing to invest in the professional services you require and make the commitment to meet your goal(s)?

YesNoMaybe
15. How passionate are you about your business/operation? Scale 1 - 10
16. How open to change are you and your staff? Scale 1-10
17. What do you love most about your business/operation?
18. How involved are you in your current accounting processes? Select all that apply.

Extremely involvedSomewhat involvedNot involved at allWould like to be more involvedWould like to be less involvedWe have a designated record keeperI have a box under my desk that is starting to collect dust
19. How do you prepare your accounting records?

QuickBooks - OnlineQuickBooks - DesktopAgExpert - OnlineAgExpert - DesktopOther desktop systemManual records. Method (type in Other box):Other
20. What do you want to spend your time focusing on?
21. What do you feel you need the most help with? Pick as many as you like from the drop-down menus below.

To select multiple options, you must hold down the COMMAND key on Mac OS or the CTRL key on Windows while clicking your choices.
MAINTAIN
BUILD
GROW
22. How urgent is your timeline? Scale 1-10 (1 - Leisurely stroll anyone? to 10- My books are on fire, and the CRA is beating down my door!)
23. Who prepares your taxes and/or accounting?
24. Which tax year was last filed?
25. What would you like your new CPA firm to do differently?
26. How did you hear about us?*

Web SearchSocial MediaPersonal ReferralOther
27. If a personal referral, who should we thank?
A Word on Pricing - At Alliance Accounting Group, we believe in fair, transparent pricing tailored to your needs. While the cost of services can vary depending on the complexity of your tax situation or business, we always ensure that our rates reflect the quality and expertise we bring to each client. Please refresh yourself with what you are currently paying for your services now. After a review of your needs, we'll provide you with a price range that fits your specific requirements.
28. Anything else you would like us to know before we schedule our first meeting? Questions, comments, feedback etc?
29. Please provide the best phone number to contact you:*
Please enter a valid phone number.
30. Is this a cell phone?

YesNoOther
31. Please provide your email address:*
32. Please provide primary address or address of operation:*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Thank you for taking the time to provide answers to our questions. You can expect to be contacted within three business days.
Should be Empty:

CLIENT INTEREST FORM QUESTIONS

THIS IS WHERE THE QUESTIONNAIRE WILL BRANCH OFF:

21. What do you feel you need the most help with? Pick as many as you like from the drop-down menus below.