New Business Client Pre-Qualifier Questionnaire
Business Client Intake Form
* Required
Email address
*
Your email
Name (Last, First)
*
Your answer
Business name
*
Your answer
Business Telephone Number
*
Your answer
Business Email Address
*
Your answer
Position in the company
*
Owner/Partner/Managing Member
Shareholder
CFO
CEO
Other:
Required
Are you the sole decision maker in your business/firm?
*
Yes
No
How did you hear about us?
*
Via Internet
Google Search
Refferal
Other:
What problem or concern prompted you to call here today?
*
Your answer
Are you currently working with an accountant?
*
Yes
No
Did you run this by them?
*
Yes
No
Not Applicable
What 3 main challenges did you have with your current or previous accountant?
*
Your answer
Please give us a general idea of your situation. (What type of business do you own? What type of business is this? What is the number 1 thing you are stressed about?)
*
Your answer
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