New Client Discovery

Let’s identify your accounting needs!

We’ll dive into your information during our first meeting, but for now, five minutes will get us started.

Company Name

First Name

Last Name

How many years in business?

What type of entity is your business? (LLC, S-Corp, etc.)

If you have any specific reporting requirements please describe them:

What accounting software do you currently use?

When was your bookkeeping last up-to-date?

How do you accomplish your bookkeeping and accounting currently?

Do you outsource payroll?

Yes

How many employees do you pay?

How many contractors do you pay?

How many business credit cards do you have?

How many business bank accounts do you have?

Approximately how many check/debit transactions do you have each month?

Is the company current with tax filings?

Yes

What are your gross monthly sales? (on average)

Do you need to track inventory?

Yes

What specific needs are you looking for: i.e. Monthly accounting maintenance; Accounts Payable/Receivable; Invoicing Customers/Clients; Catch-up books, etc.

If applicable, what could your last bookkeeper/accountant have done better?

Is there anything else you'd like to share?

Thank you for providing these details about your bookkeeping and payroll needs. Just click the button below to send me the details.

I'm looking forward to meeting you and learning more about your business!

Let’s identify your accounting needs!

Services

Industries