New Client Questionnaire

Name

Company

Phone Number

Describe your business in a few sentences

Entity Type

How many years have you ran this business?

Average monthly gross sales

How many employees do you have? Are any of these contractors? If so, how many?

Do you outsource payroll?

How many bank and/or credit card accounts do you have?

On average, how many transactions per month do you have? (Both bank and credit card accounts)

Are your tax returns current? When was the last time you filed taxes?

How do you prepare your invoices? Do you want these done for you?

How do you pay your bills? Do you want this done for you?

Do you report sales tax?

How often will you require this service?

How soon do you need this service?

Which pricing plan are you looking to sign up for? See pricing plans.

Would you like help filing your taxes as well?

Any last things?