SWBK New Client Questionnaire
Thank you for your interest in our services! SWBK provides all aspects of bookkeeping to small businesses. We want to make sure that you get the best fit for your needs, even if that is not with us. To that end, we have created this questionnaire so we can get a clear idea of where you are starting and where you would like to go.
We really enjoy focusing on deep, long-term relationships with our clients, partnering with you on your journey to fulfillment, success, and profit.

We look forward to learning more about you and your business! Once you have filled out the questionnaire, Julianne will be in touch within 2 business days.

Email address *
Your Name *
Your answer
Your Business Name *
Your answer
Your Industry *
Your answer
Are you the primary decision-maker for this company? *
If not, who is and what is your role?
Your answer
Phone number *
Your answer
Email *
Your answer
Mailing Address *
Your answer
Entity Type *
How many years have you been in business? *
Your answer
What size is your business in terms of people? *
What size is your business in Annual Sales? *
Are you looking to grow? What is your target annual revenue and how quickly would you like to get there? *
Your answer
Do you have the financial resources to invest in gaining control of your company's finances? And are you ready to make that investment? *
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