New client questionnaire form

Streamline your business with user-friendly online forms.
Company Information
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Website Address
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Company Address
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What type of business entity have you formed?
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What is your business industry?
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How many employees?
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How many employees?
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When did you start your business? (approximately)
Financial Status
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How many bank account do you have?
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How many card card account do you have?
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What are your top expenses?
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Are there any significant financial transaction that occurred during the year that I should be aware of?
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What is your annual revenue?
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Do you have any outstanding debts or loans?
Accounting and Bookkeeping
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How do you currently handle your bookkeeping and accounting?
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What accounting system are you currently using?
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How often are your financial records reconciled?
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Do you maintain an inventory of goods or materials, and if so, how is it tracked?
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Do you have a professional accountant who reviews your financials?
  • KeyAYes
  • KeyBNo
Choose one option
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16. Are your financial records up to date?
  • KeyAYes
  • KeyBNo
Choose one option
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17. Are you required to report sales or use tax?
  • KeyAYes
  • KeyBNo
Choose one option
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How many vendor invoices do you process per month?
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How many vendor invoices do you process per month?
Accounting and Bookkeeping
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How do you currently handle your bookkeeping and accounting?
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What accounting system are you currently using?
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How often are your financial records reconciled?
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How many vendor invoices do you process per month?
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Do you maintain an inventory of goods or materials, and if so, how is it tracked?
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Do you have a professional accountant who reviews your financials?
  • KeyAYes
  • KeyBNo
Choose one option
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Are your financial records up to date?
  • KeyAYes
  • KeyBNo
Choose one option
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Are you required to report sales or use tax?
  • KeyAYes
  • KeyBNo
Choose one option
Tax-Related Information
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Have you encountered any tax-related issues or concerns over the past year?
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Have you had any issues in the past with meeting tax obligations or deadlines?
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Who prepares your tax returns?
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Are your tax returns current? When was the last time you filed your tax returns?
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Would you like assistance with tax planning and strategies to minimize the tax burden on your business?
  • KeyAYes
  • KeyBNo
Choose one option
Payroll Information
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Are you currently managing your payroll in-house, or are you relying on an external payroll service provider?
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What payroll services provider are you currently using?
Additional Information
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Are there any specific areas of financial management where you would like help or advice?
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Are there any other financial or accounting issues that you would like to discuss or address?
Shift ⇧ + Enter ↵ to make a line break.
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How did you hear about our firm?
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