FINNancial Group New Client Questionaire

New Client Questionnaire

Thank you for your interest in FINNancial Group. Please complete as much of the form as possible. All information provided is strictly confidential and will not be shared with anyone outside the firm.
Name*

First NameLast Name
E-mail*
example@example.com
Phone Number*
Primary
Mobile

General Information
How long have you been in existence?
Why are you looking? Why now?
What do you hope to achieve in working with our firm? Why can you not achieve it with your existing service provider?
Do you have a vision of would your company would look like in 2 years?
What keeps you up at night? (fears)
What gets you up in the morning? (identified opportunities)
What are the main issues to be addressed?

Income Tax Stuff
Are you current with filing prior years business returns?

YesNo
Are you current with filing prior years personal returns?

YesNo
If you answered No please list delinquent years and explain what needs to happen to make them current.
What was your personal adjusted gross income last year (AGI)?
Do you feel you paid too much in taxes last year?

YesNoNot Sure
Please explain

Other Tax Stuff
Do you file sales taxes?

YesNo
If so, which states/localities?
Please list any tax/license issues in the locations you operate in (ex. gross receipts tax)

Accounting Stuff
How do you maintain your accounting records now?
Do you have an office admin or staff that handles the day to day bookkeeping function in your office?

YesNo
If Yes, please explain their high-level duties.
If No, please explain who performs that function.
What accounting software do you use? Are you currently caught up on your accounting?
Do you use any apps that integrate with your accounting system? If so, please name them.
How many credit cards are associated with the business? Who's the card provider?
Type a question

Desired Services
Please check all areas you are interesting in.

Business Tax Return (Corporate / Partnership / Non-Profit)Financial Statements (Compiled)BookkeepingPayroll / Payroll TaxesSales Tax / Solid Waste TaxBusiness ValuationConsulting (Strategic / Financial / HR / Operations / Marketing)Individual Income Tax ReturnOther (please elaborate below)
Other services
Nonprofits
Please elaborate on your grant reporting requirements and the expectation of your financial provider. Please include the number of grantors requiring periodic reporting and the frequency.
Describe your budgeting process and how it integrates and is tracked by your accounting program.

Last Questions
Is anything else you'd like to share that would help us best understand your needs at this time?
Do you think we are the right firm for you?
Should be Empty:

Entity Information