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New Business Setup
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Client Portal
Home
Meet the Team
Services
New Business Setup
Accountant for Mompreneurs & Small Businesses
Contact
Client Portal
General Information
Business Name
*
EIN
*
State of Incorporation
Date of Formation
Year-End Date
*
Entity Type
*
Sole Proprietor
Partnership
LLC
Corporation
S Corp
Entity Tax Form
*
Schedule C
1065
1120
1120S
Business Address
*
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Business Phone
(###)
###
####
Business Fax
(###)
###
####
Business Email
*
Business Website
http://
Who is the primary contact for accounting information?
*
First Name
Last Name
Primary Contact Phone Number (if different)
(###)
###
####
Primary Contact Email Address (if different)
What accounting software do you use?
*
Do you produce monthly financial statements?
*
Yes
No
Do you have accounts receivable?
*
Yes
No
Gross Annual Revenue
*
$
# of Employees
Do you have inventory? If so, how do you track your inventory (within Accounting software or using another software)?
What is the primary business activity?
Do you have fixed assets that are not full depreciated?
Ownership
#1 Name
Title
% Ownership
Address
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Phone
(###)
###
####
Email
#2 Name
Title
% Ownership
Address
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Phone
(###)
###
####
Email
Professional Services that you use (Name, Firm and Contact Info)
Attorney
Pension/Retirement
Bank
Previous Accountant
Firm Services
How did you hear about us?
*
Have you used a CPA in the past?
*
Yes
No
Why are you looking to make a change or seeking the services of our firm?
Which services are you interested in?
*
Business Tax Return
Individual Tax Return
Financial Statement Preparation
Bookkeeping
Payroll/Payroll Taxes
Sales Tax
How quickly do you need us to begin providing these services?
*
What are your expectations of our firm?
How frequently would you like your CPA to contact you?
*
What is your preferred method of communication?
Phone
Email
Have you ever used consulting services to improve your business?
*
Yes
No
Other questions, comments, concerns or needs?
Thank you!
