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Client Questionnaire - The Financial Pursuit
Please help me get to know more about your business. This will help me learn how I can serve you best.
Please note: ALL information you provide here is held strictly confidential and helps us recommend the best service for your needs.
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*Обязательный вопрос
Электронная почта
*
Ваш адрес эл. почты
Your first and last name
*
Мой ответ
Your Business Name(s) (Legal and DBA, if applicable)
*
Мой ответ
Please describe your business(es):
*
Мой ответ
How many employees do you have?
*
None - it's just me
1-5
5+
If you have employees, do you need help with payroll?
No help needed at this time
Yes, please help!
Отменить выбор
How many accounts do you use? (Bank accounts, Credit Cards, Loans, etc)
*
0
1-2
3-4
5+
Bank Accounts
Credit Cards
Loans
Other (please describe below)
0
1-2
3-4
5+
Bank Accounts
Credit Cards
Loans
Other (please describe below)
If you have "Other" accounts not listed above, please describe here.
Мой ответ
Do you have a business budget in place?
*
Yes and I'd like help tracking
Yes and I am keeping track of it
No and I'd like to create one
No I don't need one at this point
How many business transactions do you typically have in one month? (Purchases, sales, loan payments, maintenance, supplies, etc)
*
1-50
51-150
151-300
300-500
More than 500
Do you co-mingle your personal accounts and your business accounts?
*
Yes
No
I don't know what you mean
Monthly statements need to be provided by the 10th of each month. How will you be providing with your bank, credit card, loan, etc statements?
Paper statements (mail or drop off)
Viewer Only Online Access with your banks
Scanned or PDF statements emailed
Last Pass allows full access to your accounts
Shared Drop Box
Другое:
Отменить выбор
Do you want to break out your income and expenses into multiple categories? If so, how many?
*
No - a single income category and a single expense category are fine with me
Yes - 1 to 5 income categories and 1 to 5 expense categories
Yes - 6+ income categories and 6+ expense categories
Yes - a combination of the above options
Are you sending invoices to your customers? If so, do you need help with that?
*
No
Yes, but I don't need help at this time
Yes and I'd LOVE help with it
Do you need help with your monthly bills?
*
No I've got paying the bills down!
Yes please!
Can you help me set them up on recurring payments?
It is vital that you are saving your business receipts and documenting what they are for. How will you be providing your receipts?
Paper (mail or drop off)
Receipt Bank/Bill.com/Online tracking app
Scanned and emailed/uploaded
Другое:
Отменить выбор
Thanks so much for taking the time to help me get to know more about you and your business needs! ~Dana
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