New Client Questionnaire
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Email *
Company Name
Primary Contact Name
Primary Contact Number
Primary Contact Email Address
Company Website
Tax Entity/ Tax Form
EIN
Years in Business
Current Accounting Software
Annual Gross Revenue
Number of Bank Accounts
Number of Credit Card Accounts
How do you invoice customers?
How are customer payments received?
How do you pay bills?
Do you have payroll? If so, how is this managed?
Do you have inventory? If so, how is this managed?
Do you collect and pay sales tax? If so, to which taxing authorities?
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