New Client Questionnaire

Name *

First Name

Last Name

Are you the primary decision – maker for this company? *

Yes

No

Phone *

(###)

###

####

Mailing Address *

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Entity type *

Sole Proprietor

LLC

S Corp

Other

What size is your business in people? *

Just me! – Owner Operator

Partnership

1-2 Employees

3-15 Employees

More

What size is your business in annual sales? *

Brand New Startup – No Sales Yet

Under $5,000

Between $5,000 - $20,000

Between $20,000 - $50,000

Between $50,000 – 100k

Over 100k Annual Sales

How involved are you in your current accounting process? *

Very involved

Moderately involved

Would like to be more involved

Would like to be less involved

Have a box under your desk

Have you worked with an accountant/bookkeeper before? *

Yes

No