NEW CLIENT QUESTIONNAIRE
BUSINESS INFORMATION
Business Name
Business Type
Please Select
Limited Liability Company (LLC)
Corporation
Sole Proprietorship
Contact Name
First Name
Last Name
Business Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Email
example@example.com
Phone Number
Please enter a valid phone number.
Preferred Method of Contact
Please Select
Phone
Email
No Preference
Best Time to Contact
Please Select
Morning 8:00a - 12:00p
Afternoon 12:00p - 5:00p
Best Days to Contact
Monday
Tuesday
Wednesday
Thursday
Friday
BUSINESS FORMATION
Are you seeking to form a new business (establish LLC, DBA, Corporation)?
Please Select
Yes
No
Do you have an Employer Identification Number (EIN)?
Please Select
Yes
No
Unknown
Please attach your business formation documents, if any.
Browse Files
Drag and drop files here
Choose a file
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of
Please select all states that your company operates:
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Hold CTRL (PC) or Command (MAC) to select multiple states
PAYROLL REQUIREMENTS
Do you need Payroll Services?
Please Select
Yes
No
Number of Employees
Do you have Contractors or Freelancers?
Pay Frequency
Weekly, Bi-weekly, Semi-Monthly, etc
Current Payroll Software
Do you currently offer any benefits or bonuses to your employees? If so, please list.
HR FUNCTIONS
How are HR Functions currently managed?
Are you compliant with all Labor Laws and Regulations?
Do you have an Employee Handbook and HR Policies in place?
What is the onboarding/offboarding process for employees? Are pre-employment background checks/drug screens conducted?
What are the biggest challenges your company is facing that take priority?
What is your budget for Outsourced HR Consulting Services?
Briefly outline your goals and what a successful outcome looks like to you.
ADDITIONAL BUSINESS SERVICES
Please list any additional services or business needs you are seeking that have not been outlined in this questionnaire.
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