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Client Questionnaire
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Which of our packages you are interested in?
Bookkeeping
Payroll
Quarterly Reporting
Licensing
Not sure
Business Name
What Industry Are You In
Name
First
Last
Your Phone
SMS Opt-In
*
I Agree
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Policies.
What is your business address?
Email
Are you the primary decision maker for this company?
Yes
No
Do you collect sales tax?
Yes
No
Do you track inventory
Yes
No
Do you use a cash register, Point of Sale System, or separate customer billing software?
Yes
No
Do you pay 1099 vendors (contractors)?
Yes
No
Business Entity Type:
LLC
S Corporation
Partnership
Corporation
Sole Proprietor
Non-Profit
How many years have you been in business?
What size is your business?
Just me! (Owner Operator)
Partnership (Just the 2 of us)
1-2 employees
3-15 employees
More than 15 employees
How many checking accounts does your business have?
How many credit cards does your business have?
How many loans, lines of credit, or other liabilities does your business have?
What size is your business in annual sales?
Brand new – no sales yet
Under $100,000
Between $100,000 – $500K
Between $500k – $1 Million
Between $1M – $5M
Over $5M Annual Sales
What is your target annual revenue and how quickly would you like to get there?
Do you prefer Mac or PC systems?
Mac
PC
Other
How urgent is your timeline?
1 – I could wait a few months if need be
2
3
4
5
6
7
8
9
10 – (1 I could wait 10 My books are on fire and the IRS is beating down my door
Anything else you would like to add about what you are looking for? Questions, comments, feedback, etc.?
how Type: liabilities
How did you hear about us?
Would you like to receive helpful business tips each month?
Yes, I would love expert help with my business!
No, nothing can help my business (cue sad music)
Submit