New Client Application

Who are your current Advisors?

Please tell us about your current team of experts. Provide their names, firm, and what you do and/or do not like about your existing relationship.
Attorney:*
Financial Advisor:*
Banker:*
Insurance Agent:*
Other:

Business
Do you own a business?*
Tell us about your business
Business Name*
Physical Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Business Industry*
How long have you been in business?*
How many employees do you have?*
What was your total revenue last year?*
What was your total profit last year?*
What is the primary focus for your business right now?*
What are your current challenges/hurdles right now in your business (i.e. "what's keeping you up at night?"*
How is your business organized? What type of entity(ies)?*

Tell us about you and your needs
What tools, services, and/or software do you use for record-keeping, accounting, payroll, etc?*
Please describe the reason for leaving your prior accounting firm.*
Describe your ideal relationship with an accounting firm.*
How or from whom did you hear about us?*

Finances

What is your current relationship like with money?
I know where all my cash goes.*
I feel in complete control of my business and/or my finances.*
I know in advance how much I will pay in taxes every year.*
I am sure I am 100% on track to reach my financial goals.*
I am certain my taxes are as low as legally possible.*
I am satisfied with the current size and profitability of my business.*
I consult my accountant before making business and/or personal financial decisions.*

New Client & Business Profile: