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Potential Client Questionnaire
I am so excited that you are interested in potentially working with me as a Virtual CFO! In order to know how to best serve you and your business I would love to get some initial information about you and your business before we jump on a call.
amanda@stickeltax.com
www.stickeltax.com
-Amanda Stickel
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What is your name?
Your answer
What is your business name?
Your answer
What is your email address?
Your answer
What services do you provide to your clients?
Your answer
How do you best communicate and learn?
Your answer
How often would you want to meet?
Daily
Weekly
Monthly
Quarterly
Other:
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Which areas would you be interested in receiving help with?
Bookkeeping - organizing and classifying your income and expenses
Accounts receivable - creating, sending, maintaining open invoices, etc. or combo of items
Accounts payable - receiving, tracking, paying, managing incoming bills to be paid
Budget creation and analysis
Financial reporting - profit & loss, balance sheet, statement of cash flow, etc
Payroll - managing payroll through Gusto or Intuit
Financial analysis and KPIs (key performance indicators)
Tax planning and strategies
Tax preparation
Other:
What are your average gross sales annually?
Your answer
How many business accounts do you have? Including checking, savings, credit cards, loans, etc.
Your answer
How many contractors/employees do you have?
Your answer
Who, if anyone, referred you?
Your answer
Let's jump on a call!
https://tidycal.com/amandastickel
I have scheduled a meeting.
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