New Client Discovery Call

This questionnaire will help me understand your business better, and allow us to have a more productive discovery call.

Name

First Name

Last Name

Phone

(###)

###

####

What is your business?

Name, industry, core services, etc.

What is your entity type?

How long have you been in business?

What accounting system do you use?

Do you have employees (payroll)?

If so, how do you perform payroll?

Are your tax returns current?

How many bank accounts and credit cards do you have?

How many transactions come through your bank accounts each month?

How much time are you spending on your books?

How do you record sales/invoice your customers?

How do you pay your bills?

Do you need cleanup work?

Which services are you interested in?

Check all that apply

Setting up a new company

Cleanup

Monthly bookkeeping

Check over my work

Catch up work

DIY bookkeeping with quarterly checkins

Payroll setup

Is there anything else you would like me to know about your situation?