New Client Questionnaire

New Client Questionnaire

For clients who are businesses Form Preview
  • New Client Questionnaire

    Thank you for your interest in our services. This form takes about 10 minutes to complete. 

    Diversified Business Solutions provides business management and accounting services to service based, for profit companies. We want to make sure you get the best fit for your needs, even if that means you go with another firm. We have created this questionnaire so we can get a clear idea of where you are now and where you want to go.

    We understand that it can be nerve-wracking to make a move to a new firm (or to choose one for the first time). Rest assured, we want the same thing as you: a mutually beneficial relationship that’s easy to maintain and produces great results.

    You may find that we don’t fit your idea of a traditional accounting office. We don’t wear suits, track our time in 6-minute increments, or flinch at the occasional 4-letter word. We embrace technology and innovation. In our office, being a professional means making you feel comfortable and providing the information you need to make good decisions.

    Our firm serves small businesses and the people that own them. We are assertive, focused, forward-thinking, principled, and philanthropic. We love what we do, and we’re great at it. We make things easy and accessible for you, so that the time we spend together can be focused on the important things.


    If this sounds like the type of firm you want to partner with, then let's get started! 

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  • Thank you!

    We will be in touch to schedule an inital phone consultation within 2 business days. 

    Cheers to Your Success!

    The DBS Team



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