EmailMe Form - NEW CLIENT QUESTIONNAIRE

Today's Date *

MM / DD / YYYY

Legal Business Name *

DBA (If Applicable)

Tax ID *

Business Address
City, State Zip *

Business Desription *

Tell us what you do!

Contact(s)

	Name	Title	Phone	Email	Auth Signer Y/N
Contact 1
Contact 2
Contact 3

What Services are you looking for?

Please check all that you are interested in, this does not lock you into anything this is just for discussion purposes.

Please note all services are not listed and we may offer additional items, these are the most popular and we are open to conversation about your specific needs.

Bookkeeping Clean up & Transition Services

Historical Bookkeeping Catch-up (1+ months of incomplete bookkeeping)

Clean up Services (Correcting inaccurate incomplete records)

Reviewing Prior Bookkeeping Work

Transitioning your financial data from your previos provider

Preparing your books for ongoing financial mnanagement

Other / Add details below

(Bringing your financial records back on track)

Ongoing Bookkeeping Services - General Services

Bank Feeds/Transaction coding

Bank Reconciliation

Financial Statements

Loan and 3rd Party Reconciliations

Monthly/Quarterly Meetings

Other / Add details Below

(Current month and ongoing bookkeeping support)

Full Service Bookkeeping & Fractional Controllership Services

A/P (Paying Bills)

A/R (Creating Invoices/Collecting Payments)

Financial Insights

Process improvement and SOP Creation

Budgeting

Other / Add details below

(More than general bookkeeping, financial oversight for growing businesses)

Payroll Setup & Payroll Processing Services

Payroll Set up with Federal and State Agencies

Payroll Onboarding/Set Up

Payroll Processing

Coordination with your Payroll Providers

Other/ Add details below

(Making Payroll simple, accurate, and stress-free)

Cash Flow Forecasting & Fractional CFO Services

Cash Flow Analysis & Forecasting

Budget Development

Profitability Analysis

Growth Planning

Financial Strategy Sessions

Business Performance Review

Other / Add details below

(Helping you plan for where your business is going)

Tax Services

Sales Tax Returns

Payroll Tax Returns

Tax Return Preparation (limited)

Tax Planning (Meet our Partners)

Other / Add details below

(Helping you stay on track)

QuickBooks Online & Xero Training

Quickbooks Training

Xero Training

(Empowering your team with the skills to confidentially manage your accounting systems)

If other, Brief Description of what the client is asking for for (and additional notes here):

ADDITIONAL QUESTIONS

Please answer the following so we can get you a more accurate proposal.

What date does the bookkeeping need to begin from?

MM / DD / YYYY

Business Structure

Make your structure type

Accounting Method

Choose your type of accounting

Revenue Per Month

Last Year Tax Returns Filed:

Did you have a prior bookkeeper or accountant?

What Accounting Software do you currently use?

If other what do you use?

How often do you need services completed?

Choose your frequency

Number of Accounts (Business Only) Examples: Checking, Savings, Credit Card, Loan, LOC, etc....

	# of Accounts	Average Transaction Count per Month
Checking
Savings
Credit Cards
Petty Cash
Line of Credit
Loan Accounts
Cash App
Venmo
Square
Paypal
Other (Write type and number)
Other (Write type and number)
Other (Write type and number)
Other (Write type and number)

Will you provide account access for each of the reconciled accounts? (Checking, Savings, Credit Cards, etc?)

Do you do wire/transfers/ACH? (Out)

How do you keep track of your assets?

This is any small or large assets such as vehicles, buildings, furnishings, etc.
This will be assets held in the company we are providing services for.
We do not need to know about personal assets (if a tax client this will be asked separately), unless you use the asset more than 50% of the time for business, such as vehicles.

Do you track inventory?

Yes or No, and how often?

Explain your answer for inventory and what software you use to track inventory.

Any other information you want to provide us?

PAYROLL QUESTIONS

If you are not being provided payroll services you may skip this section.

Do you currently have a payroll service provider?

Yes/No

Name of your current payroll service provider

How many employees do you have?

Do you pay subcontractors? (1099)

Yes/No

How do you currently collect employee forms?

Employee application, W-4, I-9, W-9 (1099s), Direct Deposit Authorization, etc

How do you track your employee's hours?

ALL employees regardless of salary you should be tracking hours.

Do you have any questions regarding payroll?

You may be asked to upload some information into the client portal if you have a current payroll. Please remember do not cancel your current payroll until we confirm that payroll is set up!

We will also either be setting up or requesting EFTPS and State/Local Municipality log in info and account numbers. If you do not have these, please let us know .

Home Office expenses & Personal

If there are any home office expenses answer below

Do you pay home expenses through your business account?

Do you pay business bills with your personal accounts?

Please explain in detail what you pay if yes to the above questions.

You understand that we offer a subscription based service which means we charge a flat monthly or weekly fee where payment is due either the 1st of the month or first day of the week? And that you will be required to agree to terms before initiating services with us. We offer a month to month automatic renewing contract that has a 30 day written cancellation requirement? *

How did you hear about us? *

Please check this box if you would like us to call you and discuss this form before we send you a proposal. In some cases we may call you anyways.