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New client questionnaire form
Company Information
Company Name
First Name
Last Name
Email
Contact Number
Website Address
Company Address
What type of business entity have you formed?
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Solo Partnership
Partnership
LLC
S-Corp
C-Corp
Other
What is your business industry?
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Retail
Healthcare
Construction
Hospitality
Financial
Manufacturing
Technology
Other
How many employees?
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1-5 employees
6-10 employees
11-20 employees
21-30 employees
31-50 employees
51-100
How many employees?
When did you start your business? (approximately)
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Financial Status
How many bank account do you have?
How many card card account do you have?
What are your top expenses?
Are there any significant financial transaction that occurred during the year that I should be aware of?
What is your annual revenue?
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Less then $50K
$50K - $300K
$300K - $500K
$1M - $2M
Over $2M
Do you have any outstanding debts or loans?
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No debt or loan
Credit card debit
Business loan
Personal loan
Other
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Accounting and Bookkeeping
How do you currently handle your bookkeeping and accounting?
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In-house bookkeeper/accountant
Outsourced bookkeeping/accounting firm
Combination of in-house and outsourced bookkeeping/accounting
I handle it myself using accounting software.
I don't currently handle my bookkeeping/accounting.
Other
What accounting system are you currently using?
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QuickBooks Desktop
QuickBooks Online
Xero
Wave Accounting
FreshBooks
Sage 50
Sage Intacct
Other
How often are your financial records reconciled?
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Monthly
Quarterly
Annually
Not at all
Other
Do you maintain an inventory of goods or materials, and if so, how is it tracked?
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Yes, we maintain an inventory and use specialized inventory tracking software.
Yes, we maintain an inventory, but it is currently tracked manually using spreadsheets.
Yes, we maintain an inventory, but we don't have a formal tracking system in place.
No, we don't maintain an inventory.
Do you have a professional accountant who reviews your financials?
Yes
No
16. Are your financial records up to date?
Yes
No
17. Are you required to report sales or use tax?
Yes
No
How many vendor invoices do you process per month?
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Less than 50
50-100
100-200
200-500
More than 500
How many vendor invoices do you process per month?
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Yes, we maintain an inventory and use specialized inventory tracking software.
Yes, we maintain an inventory, but it is currently tracked manually using spreadsheets.
Yes, we maintain an inventory, but we don't have a formal tracking system in place.
No, we don't maintain an inventory.
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Accounting and Bookkeeping
How do you currently handle your bookkeeping and accounting?
- Select -
In-house bookkeeper/accountant
Outsourced bookkeeping/accounting firm
Combination of in-house and outsourced bookkeeping/accounting
I handle it myself using accounting software.
I don't currently handle my bookkeeping/accounting.
Other
What accounting system are you currently using?
- Select -
QuickBooks Desktop
QuickBooks Online
Xero
Wave Accounting
FreshBooks
NetSuite
Sage 50
Sage Intacct
Other (please specify)
How often are your financial records reconciled?
- Select -
Monthly
Quarterly
Annually
Not at all
Other
How many vendor invoices do you process per month?
- Select -
Less than 50
50-100
100-200
200-500
More than 500
Do you maintain an inventory of goods or materials, and if so, how is it tracked?
- Select -
Yes, we maintain an inventory and use specialized inventory tracking software.
Yes, we maintain an inventory, but it is currently tracked manually using spreadsheets.
Yes, we maintain an inventory, but we don't have a formal tracking system in place.
No, we don't maintain an inventory.
Do you have a professional accountant who reviews your financials?
Yes
No
Are your financial records up to date?
Yes
No
Are you required to report sales or use tax?
Yes
No
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Tax-Related Information
Have you encountered any tax-related issues or concerns over the past year?
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No, we have not encountered any tax-related issues or concerns over the past year.
Yes, we have encountered tax-related issues or concerns over the past year, and we would like to discuss them with you.
We are not sure if we have encountered any tax-related issues or concerns over the past year, and we would like your assistance in identifying them.
Have you had any issues in the past with meeting tax obligations or deadlines?
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Yes, we have had issues in the past with meeting tax obligations or deadlines.
No, we have never had any issues in the past with meeting tax obligations or deadlines.
I'm not sure.
Who prepares your tax returns?
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I prepare my own tax returns.
I have an in-house accountant or bookkeeper who prepares my tax returns.
I hire an external tax professional, such as a Certified Public Accountant (CPA), to prepare my tax returns.
Other (Please specify).
Are your tax returns current? When was the last time you filed your tax returns?
Would you like assistance with tax planning and strategies to minimize the tax burden on your business?
Yes
No
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Payroll Information
Are you currently managing your payroll in-house, or are you relying on an external payroll service provider?
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Managing payroll in-house
Relying on an external payroll service provider
Not currently managing payroll (i.e., no employees)
What payroll services provider are you currently using?
- Select -
ADP
Paychex
Gusto
QuickBooks Payroll
Not currently managing payroll (i.e., no employees)
Other
Additional Information
Are there any specific areas of financial management where you would like help or advice?
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Tax planning and preparation
Bookkeeping and accounting
Financial analysis and forecasting
Audit and assurance
Business consulting
Are there any other financial or accounting issues that you would like to discuss or address?
How did you hear about our firm?
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Internet
Referral
Other
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