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Service
Tax Service
Tax prep by a seasoned accountant
versed in biz tax laws for your industry.
Accounting Services
We aid in saving time through streamlining your
accounting process and reduce needless costs
Audit & Assurance
Audits of financial statements for privately
owned companies and nonprofit organizations.
Incorporation service
Provide assistance in streamlining
Quickbooks Cleanup
Accounting records effectively
Industries
Construction
Tailored to the construction sector
Medical Practice
Ttailored to the medical sector
Real Estate
Tailored to the real estate sector
Forms
New client questionnaire form
New client questionnaire form
Conversational form
Blog
About
New client questionnaire form
Streamline your business with user-friendly online forms.
Company Information
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1
Company Name
2
First Name
Last Name
3
Website Address
4
Company Address
5
What type of business entity have you formed?
6
What is your business industry?
7
How many employees?
8
How many employees?
9
When did you start your business? (approximately)
Financial Status
10
How many bank account do you have?
11
How many card card account do you have?
12
What are your top expenses?
13
Are there any significant financial transaction that occurred during the year that I should be aware of?
14
What is your annual revenue?
15
Do you have any outstanding debts or loans?
Accounting and Bookkeeping
16
How do you currently handle your bookkeeping and accounting?
17
What accounting system are you currently using?
18
How often are your financial records reconciled?
19
Do you maintain an inventory of goods or materials, and if so, how is it tracked?
20
Do you have a professional accountant who reviews your financials?
Key
A
Yes
Key
B
No
Choose one option
21
16. Are your financial records up to date?
Key
A
Yes
Key
B
No
Choose one option
22
17. Are you required to report sales or use tax?
Key
A
Yes
Key
B
No
Choose one option
23
How many vendor invoices do you process per month?
24
How many vendor invoices do you process per month?
Accounting and Bookkeeping
25
How do you currently handle your bookkeeping and accounting?
26
What accounting system are you currently using?
27
How often are your financial records reconciled?
28
How many vendor invoices do you process per month?
29
Do you maintain an inventory of goods or materials, and if so, how is it tracked?
30
Do you have a professional accountant who reviews your financials?
Key
A
Yes
Key
B
No
Choose one option
31
Are your financial records up to date?
Key
A
Yes
Key
B
No
Choose one option
32
Are you required to report sales or use tax?
Key
A
Yes
Key
B
No
Choose one option
Tax-Related Information
33
Have you encountered any tax-related issues or concerns over the past year?
34
Have you had any issues in the past with meeting tax obligations or deadlines?
35
Who prepares your tax returns?
36
Are your tax returns current? When was the last time you filed your tax returns?
37
Would you like assistance with tax planning and strategies to minimize the tax burden on your business?
Key
A
Yes
Key
B
No
Choose one option
Payroll Information
38
Are you currently managing your payroll in-house, or are you relying on an external payroll service provider?
39
What payroll services provider are you currently using?
Additional Information
40
Are there any specific areas of financial management where you would like help or advice?
41
Are there any other financial or accounting issues that you would like to discuss or address?
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42
How did you hear about our firm?
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Solo Partnership
Partnership
LLC
S-Corp
C-Corp
Other
Retail
Healthcare
Construction
Hospitality
Financial
Manufacturing
Technology
Other
1-5 employees
6-10 employees
11-20 employees
21-30 employees
31-50 employees
51-100
Less then $50K
$50K - $300K
$300K - $500K
$1M - $2M
Over $2M
No debt or loan
Credit card debit
Business loan
Personal loan
Other
In-house bookkeeper/accountant
Outsourced bookkeeping/accounting firm
Combination of in-house and outsourced bookkeeping/accounting
I handle it myself using accounting software.
I don't currently handle my bookkeeping/accounting.
Other
QuickBooks Desktop
QuickBooks Online
Xero
Wave Accounting
FreshBooks
Sage 50
Sage Intacct
Other
Monthly
Quarterly
Annually
Not at all
Other
Yes, we maintain an inventory and use specialized inventory tracking software.
Yes, we maintain an inventory, but it is currently tracked manually using spreadsheets.
Yes, we maintain an inventory, but we don't have a formal tracking system in place.
No, we don't maintain an inventory.
Less than 50
50-100
100-200
200-500
More than 500
Yes, we maintain an inventory and use specialized inventory tracking software.
Yes, we maintain an inventory, but it is currently tracked manually using spreadsheets.
Yes, we maintain an inventory, but we don't have a formal tracking system in place.
No, we don't maintain an inventory.
In-house bookkeeper/accountant
Outsourced bookkeeping/accounting firm
Combination of in-house and outsourced bookkeeping/accounting
I handle it myself using accounting software.
I don't currently handle my bookkeeping/accounting.
Other
QuickBooks Desktop
QuickBooks Online
Xero
Wave Accounting
FreshBooks
NetSuite
Sage 50
Sage Intacct
Other (please specify)
Monthly
Quarterly
Annually
Not at all
Other
Less than 50
50-100
100-200
200-500
More than 500
Yes, we maintain an inventory and use specialized inventory tracking software.
Yes, we maintain an inventory, but it is currently tracked manually using spreadsheets.
Yes, we maintain an inventory, but we don't have a formal tracking system in place.
No, we don't maintain an inventory.
No, we have not encountered any tax-related issues or concerns over the past year.
Yes, we have encountered tax-related issues or concerns over the past year, and we would like to discuss them with you.
We are not sure if we have encountered any tax-related issues or concerns over the past year, and we would like your assistance in identifying them.
Yes, we have had issues in the past with meeting tax obligations or deadlines.
No, we have never had any issues in the past with meeting tax obligations or deadlines.
I'm not sure.
I prepare my own tax returns.
I have an in-house accountant or bookkeeper who prepares my tax returns.
I hire an external tax professional, such as a Certified Public Accountant (CPA), to prepare my tax returns.
Other (Please specify).
Managing payroll in-house
Relying on an external payroll service provider
Not currently managing payroll (i.e., no employees)
ADP
Paychex
Gusto
QuickBooks Payroll
Not currently managing payroll (i.e., no employees)
Other
Tax planning and preparation
Bookkeeping and accounting
Financial analysis and forecasting
Audit and assurance
Business consulting
Internet
Referral
Other
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