ACCOUNTING SERVICES QUESTIONNAIRE

First Name*

First

Last Name*

Last

How did you hear about EFS Group, PLLC? *

Who referred you?

Legal Business Name*

DBA Name

Is your business officially recognized as an LLC, Corporation, or Partnership?*

What is your website URL?*

Tell us about your business and the main products/services you are selling*

Does your company have a business plan?*

Does your company have a vision statement AND mission statement?*

If so, please copy them here.

Does your company have core values?*

If so, please copy them here.

On a scale of 1-10 (10 being the highest), how willing are you to invest in your business? *

How many people does your Company employ?*

How much does your business make on a monthly basis?*

How much revenue/sales has your business generated in the past 12 months?*

What were your business' revenue/sales in the past 12 months?*

What revenue/sales money goal would you like to reach over the next 12 months?*

What is your business' monthly expense amount?*

How many total bank, credit card, and PayPal accounts does your business have?*

Which bank(s) do you have your business accounts with?*

Is your bookkeeping currently up to date?*

Which accounting software do you currently use?*

If none, type none

What is the name of your payroll company?*

If none, type none

Is your business required to file quarterly sales tax returns?*

Are your tax filings current?*

Do you pay the IRS estimated tax payments?*

Do you currently have an accountant who works with you on a MONTHLY basis?*

If so, why are you interested in changing accountants?

Do you currently have a budget for your business?*

What immediate financial goals would you like us to help you obtain?*

What are your immediate financial and professional goals?*

What are your financial and professional goals within the next 3 to 5 years?*

Why do you think EFS Group would be a great fit with your company?*

What does success look like for you if you were to work with EFS Group?*

What are your expectations for your client experience with EFS Group?*

What are you hoping to gain from a relationship with EFS Group?*

Are you able to send us the last six months of each of your business bank and credit card statements within 48 hours of our discovery call?*

Do you have a Virtual/Executive Assistant on your team?*

If not, are you willing to hire one within the first month of working with EFS Group?*

Who will be the point of contact (Name) for questions or receipts that we will need?*

What is the best email to contact you?*

What is the best phone number to contact you?*

Do you have a monthly budget in mind for our CFO services?*