New Client Questionnaire

Name*

First Last

Legal Business Name*

Business Email*

Business Phone Number*

Business Website*

Address*

Street Address Address Line 2 City State ZIP Code

Business TIN/EIN/SSN*

What is your annual revenue?

What are your annual expenses?

How many employees do you have?*

Please enter a number from 0 to 1000.

How often do you pay your employees?

How are your employees paid?

Wages
Salary
Commission
Other
NA

Do your employees have benefits?

Healthcare
PTO
Retirement
Other

How do you track employee time for wages?

How do you track employee time for billables?

How do you invoice your clients?

Do you have clients who ask you for a W-9

Do your clients ever send you 1099s?

Do you have contractors?

How many contractors do you have?

How do you prepare and file 1099s?

Do you have a vendor/contractor onboarding process?

Do you always collect a W-9 from your vendors/contractors?

How do you distribute your profits?

Pay myself as an employee
Guaranteed payments
Distributions
Other
NA

What accounting software are you currently using?

Current Accounting/Bookkeeping

What payroll provider are you currently using?

QuickBooks
Gusto
ADP
Paychex
Peoplesoft
Kronos
Patriot
Other
NA

Other software

Expensify
Bill.com
T-Sheets
Other
NA

Who currently handles your accounting?

Do you review your financials on a regular basis?

What financial statements do you review?

Income Statement
Balance Sheet
Statement of Cash Flows
Custom Reports

How do you manage your bills/accounts payable?

How do you track your expenses and capture receipts?

Do you budget or forecast?

Do you have any pain points in your current accounting process?

What does your ideal accounting setup/process look like to you?

What is your budget for accounting/bookkeeping?

How often would you like your accounting updated?

About how many bank transactions does your business do every month?

Bank transactions include purchases, receipt of money or any other transaction you might find on your bank statements,

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