New Client Questionnaire Form

Streamline your business with user-friendly online forms.

New client questionnaire form

Financial Status

How many bank account do you have?

How many card card account do you have?

What are your top expenses?

Are there any significant financial transaction that occurred during the year that I should be aware of?

What is your annual revenue?

Do you have any outstanding debts or loans?

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Accounting and Bookkeeping

How do you currently handle your bookkeeping and accounting?

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What accounting system are you currently using?

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How often are your financial records reconciled?

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Do you maintain an inventory of goods or materials, and if so, how is it tracked?

Do you have a professional accountant who reviews your financials?

Yes

16. Are your financial records up to date?

Yes

17. Are you required to report sales or use tax?

Yes

How many vendor invoices do you process per month?

Tax-Related Information

Have you encountered any tax-related issues or concerns over the past year?

Have you had any issues in the past with meeting tax obligations or deadlines?

Who prepares your tax returns?

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Are your tax returns current? When was the last time you filed your tax returns?

Would you like assistance with tax planning and strategies to minimize the tax burden on your business?

Yes

Payroll Information

Are you currently managing your payroll in-house, or are you relying on an external payroll service provider?

What payroll services provider are you currently using?

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Additional Information

Are there any specific areas of financial management where you would like help or advice?

Are there any other financial or accounting issues that you would like to discuss or address?

How did you hear about our firm?

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Phone/Mobile

Streamline onboarding with our efficient questionnaire

Ease of Use:

Our form is intuitive and simple, guiding clients through each step to ensure clarity and prevent confusion during completion.

Data Collection:

Crafted to meticulously gather all vital details, from business structure and financial history to current accounting practices.

Customization Options:

Adapt the questionnaire to perfectly align with your practice's and your client's distinctive needs, enhancing precision.

Secure Data Handling:

Prioritize protecting your client's sensitive information, and implementing robust security measures to maintain confidentiality and trust.

Efficiency:

Our questionnaire simplifies onboarding, cuts paperwork, streamlines tasks, saving significant time and effort.

Integration Capability:

Seamlessly integrates with existing accounting software, enhancing workflow and data management efficiency.