New Client Questionnaire

Company or Organization name

Address

Street Address

CityState / Province

Postal / Zip Code

Date

Full Name

First NameLast Name

Phone Number

Area CodePhone Number

E-mail

Business Entity

Number of Years In Business

Business Type

Brief Description of Business

How Many Bank Accounts Do You Currently Have?

How Many Credit Card Accounts Do You Currently Have?

What Accounting Software Are You Currently Using?

How Current Are Your Books?

Approximately How Many Transactions Do You Have in a Typical Month?

Do You Currently Have and Track Inventory?

Do You Have Fixed Assets Such as Vehicles, Equipment, or Buildings?

Will You Be Able to Provide the Financial Records and Supporting Documents Needed for Bookkeeping?

Examples may include bank and credit card statements, invoices, bills, receipts, payroll reports, and other supporting financial records.

Do You Currently Have A CPA That Files Your Business Tax Return?

If you currently have a CPA, may I communicate with them as needed regarding your bookkeeping and financial records?

CPA Firm Name and Contact Information

Name/Address/Telephone Number/Email Address

Tri-City Bookkeeping offers the following bookkeeping services remotely. Please indicate all services you are interested in.

If Payroll Accounting & Recording Is Needed, How Often Are Employees Paid?

If Payroll Accounting & Recording Is Needed, What Payroll Provider Do You Use?

Ex: Paychex, ADP, Gusto, QuickBooks Payroll, etc.

If Payroll Accounting & Recording Is Needed, Approximately How Many Employees Are on Payroll?

How Many Employees Receive Direct Deposit?

How Often Is Sales Tax Reported?

Additional Information/Comments

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