New Client Questionnaire
Rachel Dauchy Services
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Your business name?
What industry are you in?
Phone number
Mailing Address
City, State, Zip
What type of entity is your company?
Clear selection
How many employees do you have (including yourself)?
Clear selection
Will you need payroll services?
What is your role in the business?
Have you used Quickbooks before?
Clear selection
How many years have you been in business?
How familiar are you with bookkeeping practices?
Clear selection
When did you last file your taxes?
Clear selection
Do you have a relationship with a CPA?
Clear selection
What are your annual sales?
Clear selection
Are you hoping to grow? What is your target annual revenue and how quickly are you looking to get there?
Do you have the financial resources to invest into gaining control of your company finances, and are you ready to make that investment?
Clear selection
What do you wish you could know about your business that you don't know now? (example, Is it worth it to be open 7 days a week?)
Clear form
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