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New Client Questionnaire
Rachel Dauchy Services
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Your business name?
Your answer
What industry are you in?
Your answer
Email
Your answer
Phone number
Your answer
Mailing Address
Your answer
City, State, Zip
Your answer
What type of entity is your company?
Sole Proprietor
LLC
S Corp
Non-profit
Other:
Clear selection
How many employees do you have (including yourself)?
None
1-5
6-10
11+
Clear selection
Will you need payroll services?
Yes
No
What is your role in the business?
Your answer
Have you used Quickbooks before?
Yes, I am a current Quickbooks Desktop user
Yes, I am a current Quickbooks Online user
I have used either QBD or QBO in the past
I use/have used a different accounting software
I have never used Quickbooks Online or Desktop
Other:
Clear selection
How many years have you been in business?
Your answer
How familiar are you with bookkeeping practices?
Very familiar. I have kept my own books and/or books for other companies.
Somewhat familiar
I have no familiarity
Other:
Clear selection
When did you last file your taxes?
2020
2019
2018
Other:
Clear selection
Do you have a relationship with a CPA?
Yes
No
No, please refer me one
Clear selection
What are your annual sales?
none, just starting out
Under $50,000
$50-$100K
$100k-$250K
$250k-$500k
$500k-$1MM
Over $1MM
Other:
Clear selection
Are you hoping to grow? What is your target annual revenue and how quickly are you looking to get there?
Your answer
Do you have the financial resources to invest into gaining control of your company finances, and are you ready to make that investment?
Yes
No
Not sure
Other:
Clear selection
What do you wish you could know about your business that you don't know now? (example, Is it worth it to be open 7 days a week?)
Your answer
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