EmailMe Form - NEW CLIENT QUESTIONNAIRE

Today's Date *
MM / DD / YYYY
Legal Business Name *
DBA (If Applicable)
Business Desription *
Tell us what you do!
Contact(s)

Name Title Phone Email Auth Signer

Contact 1

Contact 2

Contact 3
Services the client is interested in: *
Clean-up Bookkeeping (Pas Bookkeeping)
Monthly Bookkeeping (Current Month and Future Bookkeeping)
Weekly Bookkeeping (Current Month and Future Bookkeeping)
Payroll
Quickbooks Training
Budgeting
Cash Flow and Forecasting
Accounts Receivable/Payable
Sales Tax
Trust Accounting
Receipt Capture/Digital Files
Other/Special Requests (Explain below)
If other, Brief Description of what the client is asking for for (and additional notes here):
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

Make your structure type

Choose your type of accounting

Choose your frequency

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

	# of Accounts	Avg Trans 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 vehicle les, buildings, furnishings,etc
This will be assets held in the company we are providing services for, for example if we do books for your Cleaning Company, we do not need to know about anything you own personally.
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 employers regardless of salary are supposed to track hours.
Do you have any questions regarding payroll?
You may be asked to upload some information into Client Hub if you have a current payroll. Please remember do not cancel your current payroll until we know that our 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 call us.
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? *

	Name	Title	Phone	Email	Auth Signer
Contact 1
Contact 2
Contact 3

PAYROLL QUESTIONS