Business Questionnaire
Please complete this questionnaire so that we can better evaluate your professional needs. Please answer all questions. If a question does not apply to you, enter N/A.
Legal Name of Entity:
*
Primary Contact Name:
*
First Name
Last Name
Phone:
*
Email Address:
*
Website:
How many owners of the company?
*
1 owner
2 owners
3+ owners
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Type of entity:
*
S Corporation
C Corporation
LLC
LLC - Single Member
Estate/Trust
Non-Profit
Sole Proprietor
Have you recorded the articles of incorporation?
*
Yes
No
Have you filed Form 2553 (S Election)?
*
Yes
No
Election date:
*
-
Month
-
Day
Year
Date
In which state(s) do you conduct business?
*
Description of operations (including the product(s) and/or service(s) you provide):
*
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Are you current on tax filings?
*
Yes
No
What is your method of accounting?
*
Cash
Accrual
Other
Which accounting software do you use?
*
Do you currently have a bookkeeper?
*
Yes
No
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How many bank accounts does the business have?
*
How many credit cards does the business use?
*
How many loans does the business have?
*
Please select your average number of transactions (debits + credits) overall (bank + credit cards) per month:
*
0-75
75-100
100-125
125-150
150+
If more than 150, provide a monthly estimate:
*
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Do you have payroll?
*
Yes
No
Do you collect sales/rental tax?
*
Yes
No
Does your business own any real and/or personal property (land, buildings, furniture, fixtures, equipment)?
*
Yes
No
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Please indicate the services you would like our firm to provide (check all that apply):
*
Bookkeeping
Financial Statements
General Business Planning
QuickBooks Tune-up
QuickBooks Coaching
Tax Returns for Federal & State
Other
Additional Information:
How did you hear about our firm?
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Terms of Agreement and Authorization to Collect Information
Submit
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