Services SE Engagement and Discovery Guidelines
First-time client? Please fill out our form below before you come in.
Pre-Meeting Questionnaire
Thank you for reaching out to SIMC LLC Accounting & Tax Services, prior to scheduling a complimentary introductory discussion with our firm we ask that you complete the questions below. These questions are meant to help you to highlight your business needs and objectives and will allow us to provide a more productive experience when we meet for your consultation. All information submitted to us is confidential, and will not be shared with any third-party organizations without your consent as outlined in our Privacy Policy Statement.
Email *
Contact Name/Title *
Contact / Company Address *
General Information:
Company Name *
Phone Number *
Web Address *
Number of Users? *
Number of Employees? *
When was your company founded? *
How did you hear about SIMC LLC? *
What is your timeframe for making a decision? *
What is your desired go-live date? What makes this date significant? *
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What date are you planning to begin implementation? *
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Is your project budgeted? *
What is your title/role? *
Who is the executive sponsor driving this project? Name/Title *
Is there an evaluation team/process in place (list names, titles, process)? *
Current Applications Environment:
Describe what applications you currently have in place for CRM, ERP/Financials, eCommerce, Other.  
Do you have any custom/legacy applications? *
Do you use any 3rd party reporting tools such as Crystal or Business Objects? *
Which applications do you intend to replace as a result of this evaluation? *
Will there be a need to integrate any remaining applications? *
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