Home
ABOUT
What We Do
Taxes
LET'S CONNECT
Home
ABOUT
What We Do
Taxes
LET'S CONNECT
Modern CPA Group
CLIENT QUESTIONNAIRE
Name
*
First Name
Last Name
Company Name
*
Address
*
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Phone
*
(###)
###
####
Email Address
*
Website
http://
Business Entity
*
Sole Proprietor
General Partnership
Limited Partnership
Limited Liability Partnership (LLP)
Limited Liability Limited Partnership (LLLP)
Corporation
Nonprofit Corporation
Limited Liability Company (LLC)
Other
How long has your company been in business?
*
Industry or type of business
*
Please list your business stream(s) of income
*
(i.e. product sales, services offered, e-commerce)
What is your annual business revenue/sales?
*
Under $50K
$50K - $100K
$100K - $200K
$300K - $400K
$400K - $500K
$500K - $600K
$600K - $700K
$700K - $800K
$800K - $900K
$900K - $1MM
$1MM+
Have you worked with an accountant or a CPA, external bookkeepers, or a financial advisor in the past?
*
Yes
No
Have you used or are you currently using accounting software?
*
Yes - Currently
Yes - Previously
No
If so, which software?
Do you have an operating budget?
*
Yes
No
Do you review Actual vs. Budget Reports?
*
N/A
Yes
No
If so, how often?
*
N/A
Weekly
Monthly
Quarterly
Annually
Ad-hoc
What services are you inquiring about?
*
Check all that apply
Financial Check Up/Clean Up
Bookkeeping and/or Accounting
Virtual CFO Services
Tax Planning
Tax Preparation
What areas do you feel you need the most help with?
(i.e. scaling your business, maintaining your books, financial analysis, strategy, etc.)
What are some of your business goals?
*
(i.e. increase profits, scale your business, acquire additional customers, etc.)
Is there anything else you would like to share?
How did you hear about us?
*
Internet Search
Networking Event
Referral
Social Media
Other
Thank you!
