New Client Inquiry Form

Tell us about your business!
What does your business do? Don't be shy, feel free to share your bigger picture mission/purpose 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 in place yet, don't sweat, that is what we are here for.*
Do you have an existing process for gathering performance indicators and insights from your financial statements? If so, what's your process? If you don't do this yet, we can help!*

Let's get into the numbers - our favorite part :)
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 don't have that yet, we can help you set targets and get there. *
How many people are employed by your business?*
How would you describe the tax strategy you are currently using?*

Prior CPA experiences
Have you previously worked with a CPA?*

YesNo
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?*

Not very responsiveSomewhat responsiveVery responsiveN/A
Describe your ideal relationship with your CPA.*
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Let's get some of the basics