Pre-Meeting Questions 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? *
What is your title/role? *
Area of Interest * *
Status
Are you married? *
If married, what is your spouse's age? *
If married, what is your spouse's name? *
How can our firm help you? *
Employment
If you own a business, what is your average business Gross Annual Revenue? *
If you own a business, what type of business do you operate? *
If you own a business, what is your business entity type? *
If you own a business, do you handle your own bookkeeping? What software do you use? *
Do you currently work with an accountant? If so, what made you think about changing? * *
Do you have any specific questions or concerns you would like to discuss during our meeting? * *
How did you hear about SIMC LLC? *
Current Applications Environment:
Describe what applications you currently have in place for CRM, ERP/Financials, eCommerce, Other.  
Which applications do you intend to replace as a result of this evaluation? *
Will there be a need to integrate any remaining applications? *
Additional Comments *
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