NEI New Consulting Client Form
Please fill in the information here as best as you can. This will help us get you set up in our system.
Company Information
Company Name
*
Legal Name
*
Street Address
*
City
*
State
*
Zip
*
Bus. Phone
*
Mobile Phone
*
Entity Type
*
Choose other if you're not sure
Sole Proprietor
C-Corp
S-Corp
LLC
Partnership
Non-Profit
Other
Date of Formation
Last Tax Return Filed
Tax ID #
Contact / Owner Information
Primary Contact Name
*
Primary Contact Phone
*
E-mail
*
Website
*
Mac, PC, or Both?
Mac
PC
Both
Accounting and Bookkeeping Information
Accounting Software Used
QuickBooks
QuickBooks Online
Sage
Xero
Interested in
Accounting (General)
Bookkeeping (General)
MS Excel (Budget / Forecast / Modeling)
MS Excel (Other)
Productivity / Organization
Training (QuickBooks, Excel, Xero, Other)
Do you have payroll?
Yes
No
Sales Tax?
Yes
No
Describe your business
Short Term Goals
Long Term Goals
File Attachments
Upload your logo (this comes in handy) and anything else we might need.
Send me a copy of my responses
Email address
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