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Client Questionnaire
Company
First name
Last name
Email
Phone
How did you find out about us?
Select an option
Accounts
How many bank accounts do you have (includes accounts you closed during the year)?
1
2
3
4 or More
Do you have any credit cards? If so, how many?
1
2
3
N/A
4 or More
Do you have any loans (includes loans that were paid off during the year)?
N/A
Auto
Mortgage (business only)
SBA
Startup
Equipment
Other
Payroll
Do you have any employees?
Yes
No
Contractors Only
If you answered yes to the above question, what payroll company do you work with?
N/A
QuickBooks Online Payroll
ADP
Paychex
Gusto
CPA
Other
Do you carry Worker's Compensation?
Yes
No
Not sure.
I'm not required to.
Taxes
When was the most recent year you filed your federal taxes?
What is your entity type?
Sole Proprietor
SM-LLC
MM-LLC
Partnership
LLP
S-Corp
C-Corp
Nonprofit
Do you collect sales tax?
Yes
No
Only on some items/services.
If so, are you up to date on your sales tax filings?
Yes
No
Not sure.
N/A
How often are you required to report your sales tax?
N/A
Monthly
Quarterly
Annually
Other
Do you have any fixed assets (capital purchases >$2,500 individually)?
Yes
No
Maybe
Not sure.
Do you have any Accounts Receivable?
Yes
No
What's Accounts Receivable?
If so, do you sell your Accounts Receivable to an outside company to pay you immediately (known as Factoring)?
N/A
Yes
No
When paying your bills, do you record them as expenses from the bank feed or do you enter them as bills in Accounts Payable?
Expenses
Accounts Payable
What's a Bank Feed?
Do you carry inventory?
Yes
No
Not sure.
Please list all third-party apps you use for sales (PayPal, Venmo, Square, Stripe, Amazon, Shopify, etc.)
What is your situation?
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