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Daybooks new client questionnaire form

Request Information

We are excited to be working with you on developing your accounting firm’s website.

In order to create a website that accurately reflects your business and meets the needs of your clients, we have put together an outline that will guide the content and structure of the site.

This outline includes information about your company’s history, values, and team members, as well as the accounting services you offer and your pricing information.

It also includes your mission statement, which outlines the purpose, values, and goals of your company.

You can follow the step-by-step instructions we provided, or provide us with the information in any other way that is most convenient for you.

You may also send us any existing marketing materials or other information that will be helpful in developing your website.

Once we have obtained this information from you, we will use it to create a website that effectively communicates your company’s message and meets your client’s needs.

We will work closely with you throughout the development process to ensure that the site meets your expectations and that you are satisfied with the final product.

Once we have completed the website, we will provide you with an opportunity to review the content and suggest any revisions or changes that you would like to make.

We believe that this process will allow us to create a website that accurately represents your business and effectively communicates your message to your clients.

If you have any questions or concerns about this process, please do not hesitate to contact us.

Thank you for your cooperation.”

Company Information

About Us Page Information

Information for creating your company’s about us page for your website. (If you have an about us written by yourself, you can skip it)

Values and beliefs:

Team Information

This is the information to be entered on the website team page.

  • How long has the team member been working for your company? (When did they join the team?)

  • What is their educational background, certifications, or other qualifications?

  • What experience does the team member have in the area of expertise?

  • What specific skills and abilities do you bring to the team?

  • What areas of expertise do you have?

  • What are your hobbies or things you enjoy outside of work?

Awards, recognition and certification:

Testimonials From Satisfied Customers


List of products & services offered

Payroll Information

Additional Information

Contact Info
Contact Blog FAQs
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