New Client Questionnaire

Client Information

Name

Title

Phone

Company Information

Company Name

Company Address

Website

How long have you been in business?

Industry

What does your company do?

Number of Employees

Full time and part time employees, contractors

Average monthly revenue and expenses

Average number of bank and credit card transactions per month

Accounting and Systems

Are you set up as cash basis or accrual basis?

Cash

Accrual

I am not sure

Do you currently have accounting staff?

Yes

Please describe challenges you experience with bookkeeping

Name and location of accounting system

Are your accounting records up to date?

If not, how many months need to be recorded and/or reviewed. Please provide details.

Does the company run payroll?

Yes

Please describe how documents are stored

Do you use any external systems to track sales, inventory, expenses, etc. Please describe. Are these systems integrated with your accounting software?

How Can We Help

Tell us about services you are interested in

and how can we best serve you

Do you need to track any of the following?

How did you hear about us?

Would you like to schedule a demo?

Yes

Status

Send me a copy of my responses

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