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Client Questionnaire
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* Indicates required question
Email
*
Your email
Company Information
*
Name, Address, Phone Number, E-mail Address
Your answer
Personal Information
Name
Your answer
Describe your business in a few sentences
*
Your answer
What type of entity is your business?
*
LLC, Partnership, Sole Proprietorship, etc
Your answer
On average, what is your monthly gross?
Your answer
What accounting software are you currently using?
*
QuickBooks Online
Xero
Neither
What legal software is your firm currently using?
*
Your answer
Do you have any integrated apps? If so, please list them.
*
Your answer
How many bank accounts does the company have?
*
Your answer
Approximately, how many transactions per account each month?
*
Your answer
How many credit cards accounts does the company have?
*
Your answer
Approximately, how many transactions per account each month?
*
Your answer
Do you collect Sales Tax?
*
Yes
No
Do you need our company to invoice clients/collect receivables?
*
Yes
No
Do you need our company to process payables?
*
Yes
No
Do you require trust account reconciliations?
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Yes
No
Maybe
Do you have any employees?
*
Yes
No
If so, how many employees?
*
Your answer
Do you outsource payroll?
*
Yes
No
Please add any additional information / services required here
Your answer
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