NEW CLIENT CONSULTATION QUESTIONNAIRE
It is our esteemed pleasure to help you with your accounting and CFO needs! The information in this questionnaire assists us in assessing your accounting needs and preferences so that we can customize an offer specifically for your business's needs. Please complete the form below in its entirety and a member of our team will contact you to discuss your business needs! All information in our database is secure and strictly confidential.
NAME
*
First Name
Last Name
ADDRESS
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
PHONE
*
Please enter a valid phone number.
EMAIL
*
example@example.com
Preferred method of communication:
*
Call Cell
Text Cell
Email
Other
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BUSINESS NAME
*
BUSINESS ADDRESS
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
BUSINESS PHONE
*
Please enter a valid phone number.
BUSINESS EMAIL
example@example.com
BUSINESS WEBSITE
WHAT IS THE CLASSIFICATION OF YOUR BUSINESS OR ORGANIZATION?
*
Please Select
SOLE PROPRIETOR
LLC SOLE PROPRIETOR
PARTNERSHIP
LLC PARTNERSHIP
C-CORPORATION
S-CORPORATION
NONPROFIT
ESTATE OR TRUST
STATE WHERE BUSINESS IS INCORPORATED/ORGANIZED
*
STATES WHERE YOUR BUSINESS OPERATES?
*
INDUSTRY
*
BUSINESS OWNERSHIP
*
Please Select
I AM THE ONLY OWNER AND DECISION MAKER FOR THIS BUSINESS
I AM THE MAJORITY OWNER (51% OR MORE) AND HAVE THE AUTHORITY TO MAKE DECISIONS ON BEHALF OF THE BUSINESS
I AM ONE OF THE OWNERS, BUT DO NOT HAVE THE AUTHORITY TO MAKE DECISIONS ON BEHALF OF THE BUSINESS
I AM A REPRESENTATIVE OF THE BUSINESS AND DO NOT HAVE THE AUTHORITY TO MAKE DECISIONS ON BEHALF OF THE BUSINESS
PLEASE DESCRIBE THE NATURE OF YOUR BUSINESS OPERATIONS
*
WHAT DO YOU FEEL IS YOUR MOST IMMEDIATE NEED OR PAIN POINT?
*
WHAT ARE YOUR BUSINESS GOALS? 1 YEAR FROM NOW? 3 YEARS FROM NOW? 5 YEARS FROM NOW?
*
HOW OLD IS THE BUSINESS?
*
Please Select
0-2 YEARS
3-5 YEARS
5-7 YEARS
7-10 YEARS
10+ YEARS
DO YOU OPERATE MULTIPLE LOCATIONS
*
YES
NO
DO YOU HAVE EMPLOYEES? IF SO, HOW MANY?
*
ANNUAL BUSINESS REVENUE
*
ANNUAL BUSINESS EXPENSES
*
HOW MANY BANK ACCOUNTS DOES THE BUSINESS HAVE?
HOW MANY CREDIT CARD OR LOAN ACCOUNTS DOES THE BUSINESS HAVE?
PROVIDE THE NAMES OF YOUR PRIMARY BANKING PARTNERS
BASED ON AN AVERAGE OF THE LAST 3 MONTHS BANK ACCOUNT ACTIVITY, HOW MANY TRANSACTIONS ARE PROCESSED?
UNDER 100
100-200
200-300
300+
SELECT ALL THAT APPLY
I/WE PROCESS MOST OF OUR FINANCIAL TRANSACTIONS ELECTRONICALLY (I.E. WE PAY BILLS AND INVOICE ELECTRONICALLY)
I/WE PROCESS MOST OF OUR FINANCIAL TRANSACTIONS MANUALLY (I.E. WE WRITE CHECKS OR PAPER INVOICES)
THE MAJORITY OF OUR BUSINESS IS CONDUCTED WITH CASH
I/WE HAVE MULTIPLE BUSINESS ENTITIES THAT PROVIDE SERVICES TO ONE ANOTHER (I.E. I HAVE A CLEANING BUSINESS THAT CLEANS THE FACILITY FOR ANOTHER OFFICE/PROPERTY/BUSINESS I OWN FOR A FEE)
I/WE HAVE MULTIPLE BUSINESS ENTITIES THAT HAVE CORRELATED FINANCIAL TRANSACTIONS (ONE BUSINESS LOANS TO THE OTHER, ONE BUSINESS BILLS FOR SERVICES DONE BY ANOTHER, ONE BUSINESS PAYS THE BILLS FOR ANOTHER, ETC)
THE BUSINESS OPERATES MORE THAN TWO BANK ACCOUNTS
THE BUSINESS HAS MORE THAN TWO CREDIT CARD ACCOUNTS
THE BUSINESS ACCEPTS 3 OR MORE METHODS OF PAYMENT
THE BUSINESS HAS MORE THAN ONE LOAN ACCOUNT (I.E. LOAN, MORTGAGE, LINE OF CREDIT)
THE BUSINESS OWNS A SIGNIFICANT AMOUNT OF ASSETS (REAL ESTATE, EQUIPMENT, VEHICLES, ETC.)
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DO YOU HAVE EXPERIENCE WORKING WITH AN ACCOUNTING FIRM?
YES
NO
IF YOU ARE CURRENTLY WORKING WITH AN ACCOUNTING FIRM, PLEASE PROVIDE THEIR NAME. IF NONE, TYPE N/A
ACCOUNTING METHOD
CASH
ACCRUAL
OTHER
UNSURE
DO YOU CURRENTLY USE ACCOUNTING SOFTWARE OR TOOL TO MANAGE BUSINESS FINANCIALS? IF SO PLEASE NAME METHOD OR SYSTEM USED
*
DO YOU CURRENTLY HAVE PAYROLL SERVICES IN PLACE? IF SO, PLEASE NAME THE SYSTEM OR METHOD USED
WHAT ARE YOUR CURRENT ACCOUNTING NEEDS?
*
BOOKKEEPING/ACCOUNTING
INVENTORY MANAGEMENT
ACCOUNTING SET UP
TAX PLANNING & ADVISORY
BUSINESS TAX REPORTING
MONTHLY ACCOUNT RECONCILIATION SERVICES
PAYROLL SERVICES
ACCOUNTS PAYABLE/BILL PAYMENT
ACCOUNTS RECEIVABLE/INVOICING
BUDGET PREPARATION
YEAR-END ACCOUNTING SERVICES
AUDIT WORK
FINANCIAL REPORTING SERVICES
CFO SERVICES
BUSINESS CONSULTING
Other
SELECT THE STATEMENTS THAT APPLY
*
I DO NOT HAVE ANY BOOKKEEPING OR FINANCIAL RECORDKEEPING IN PLACE
I HAVE BOOKKEEPING OR FINANCIAL RECORDKEEPING IN PLACE, BUT IT IS NOT CURRENT/UP TO DATE
I HAVE BOOKKEEPING OR FINANCIAL RECORDKEEPING IN PLACE, BUT IT IS NOT ACCURATE
I HAVE BOOKKEEPING OR FINANCIAL RECORDKEEPING IN PLACE THAT IS ACCURATE AND UP TO DATE. I AM LOOKING FOR A NEW FIRM TO PROVIDE SERVICES
I HAVE A SYSTEM FOR ORGANIZING RECEIPTS, INVOICES, AND OTHER FINANCIAL DOCUMENTS
MY BANK ACCOUNTS, CREDIT CARD ACCOUNTS, AND OTHER FINANCIAL ACCOUNTS ARE RECONCILED REGULARLY.
I AM BEHIND ON MY CURRENT BUSINESS TAX FILINGS
SELECT THE STATEMENTS THAT APPLY
*
I AM LOOKING FOR DAY TO DAY TRANSACTION RECORDING WITH MONTHLY REPORTING
I AM LOOKING FOR FINANCIAL STATEMENT PREPARATION
I WOULD LIKE TO LEARN TO MAINTAIN MY OWN BOOKS AND NO OTHER SERVICES
I WOULD LIKE TO MAINTAIN MY OWN BOOKS, BUT HAVE SOMEONE PERFORM RECONCILIATIONS AND QUARTERLY REVIEWS
I WOULD LIKE A PROFESSIONAL TO TAKE A LEADERSHIP ROLE IN MANAGING THE FINANCES OF MY BUSINESS
I WOULD LIKE A PROFESSIONAL TO TAKE ASSIST IN ENSURING REPORTS ARE FILED AND/OR TAXES PAID (I.E. LLC FRANCHISE/CORPORATE TAX, COMPLIANCE REPORTS, EMPLOYEE-RELATED REPORTS AND TAXES, SALES/EXCISE TAXES, ETC)
PLEASE LIST ALL OTHER SYSTEMS USED IN YOUR BUSINESS (I.E. CRM, PAYROLL, ETC.)
*
PLEASE LIST ALL THIRD PARTY PAYMENT PROCESSORS USED IN YOUR BUSINESS (CLOVER, SQUARE, STRIPE, VENMO, CASH APP, PAYPAL, ETC)
*
ARE THERE MEMBERS OF YOUR TEAM THAT WILL BE DOING INVOICING OR OTHER ACCOUNTING/FINANCIAL RELATED ACTIVITIES?
*
YES
NO
Other
ARE YOU CONFORTABLE SHARING ACCESS TO YOUR FINANCIAL ACCOUNTS AND SOFTWARE
*
YES
NO
WHAT IS THE BEST EMAIL FOR DISCUSSING FINANCIAL MATTERS?
*
example@example.com
IS THERE ANYTHING ELSE YOU WOULD LIKE TO SHARE ABOUT YOUR BUSINESS OR ITS ACCOUNTING NEEDS?
*
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I WOULD BE INTERESTED IN MORE INFORMATION ABOUT THE FOLLOWING:
*
PERSONAL CREDIT COUNSELING & RESOLUTION
SETTING UP MY BUSINESS OR NON PROFIT
GROWING MY BUSINESS CREDIT PROFILE
SCALING MY BUSINESS
REAL ESTATE FINANCING
PERSONAL TAXES
BOOKKEEPING OR PAYROLL SERVICES
GRAPHIC DESIGN AND MARKETING
WEBSITE DEVELOPMENT
NOT INTERESTED IN ANY ADDITIONAL SERVICES
Other
PLEASE SHARE HOW YOU HEARD ABOUT THE CANNON BRAND
*
By signing below, I am certifying that all of the information provided in this form is true and correct to the best of my knowledge.
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