New Business Client Pre-Qualifier Questionnaire
Client Intake Form

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Email *
What is today's date? *
Your name (Last, First) *
Business name *
Business Email Address *
Business Telephone Number *
Business Address *
Business entity type *
Position in  the company *
Required
Are you the sole decision maker in your business/firm? *
How did you hear about us? *
If you were referred to our firm, please indicate by whom.  *
What inspired you to start your business? *
What problem or concern prompted you to contact us now? *
What are the 3 main challenges or concerns you currently have with your business? *

Have you discussed this/these with your current accountant or tried to solve this on your own?

if you have not discussed this/these with your current accountant or tried to solve this on your own, why is that? If you have, what was the outcome? *
If you had 5 more hours each week how would you use them? *
If your admin had 5 more office hours available each week what could they do to enhance your business? *
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