New Client Questionnaire - Grow Smart Books, LLC
We appreciate your interest!  Please complete this form so that we can get to know your business better.  We will follow up with any additional questions and a quote.
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Email *
Business Name *
Current Accounting Software *
How would you rank your comfort level or skill level with your current accounting software?

 *
Not Comfortable
Very Comfortable
Number of active bank accounts (checking and savings)
 *
Number of active loan accounts (business loans, LOC, investor loans, etc)
 *
Number of active credit cards
 *
What is the last month or statement period that most of the above accounts were reconciled? Please include month and year.
 *
Does your business have a regular payroll?
 *
If applicable: do you currently utilize a payroll service? If yes, which one?
Your answer

Does your business have a Point of Sale system?
 *
Which of our services are you most interested in at this time?

 *
Required
What is your monthly budget for accounting work at this time?
 *
Is there anything else that would be helpful for us to know about your business?
Your answer

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