Clone of New Client Inquiry Form

Thank you for reaching out to Seastone. We are a tax boutique built for long-term advisory relationships. The questions that follow help us understand your situation before we begin. Please fill out the questionnaire that follows. Our office will be in touch upon receiving your submission.

We look forward to starting this process with you.

What does your business do? Please share the larger purpose behind it as well.
Please tell us about some of your business goals and any challenges you are facing in achieving those goals.
Please describe your current accounting cycle (A/R, A/P, transactions entry and classification, reconciliations, adjusting entries, recordkeeping, and financial statement review) including who does what and when. If this isn't yet in place, that is part of what we will help build.
Do you have an existing process for gathering performance indicators and insights from your financial statements? If so, what is it? If not, we can help establish one.

What is your projected revenue this year?
What is your projected net income (loss) this year?
How much do you typically keep in business retained earnings or business savings? If you are not there yet, we can help set targets and work toward them.
How many people are employed by your business?
How would you describe the tax strategy you are currently using?

Have you previously worked with a CPA?
How was your past experience working with a CPA and why are you looking for a new one?
How would you rate the communication and responsiveness of your prior CPA?
Describe your ideal relationship with your CPA.
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