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Tom Cook
tom@example.com
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Company
Client Contact Information
First name
Last name
Email address
Company Information
Company Name
Company status
Pending
Engaged
Street address
Engagement Details
Payment to Molly Sanders
$20,000
USD
July 11, 2020
Discovery
What industry?
When did you start the business?
What state was the business formed?
Louisiana
New Hampshire
Delaware
Colorado
Connecticut
Arizona
California
Iowa
New Mexico
Texas
Nevada
Oklahoma
Alabama
Alaska
Minnesota
South Dakota
Maryland
Arkansas
Michigan
Nebraska
Kentucky
South Carolina
Mississippi
Rhode Island
Wisconsin
Florida
New Jersey
Hawaii
Wyoming
Oregon
Utah
Missouri
Montana
Indiana
Virginia
Pennsylvania
Vermont
Idaho
Georgia
Washington
Tennessee
West Virginia
Illinois
Maine
Massachusetts
North Carolina
New York
North Dakota
Kansas
Ohio
How many states does your business operate in?
How many owners?
Do you have an accountant?
Yes
No
Are you interested in tax planning to lower your taxes?
Yes
No
Would you like to increase your profits or contain costs from our advisory work?
Yes
No
Are you interested in personal financial planning?
Yes
No
Business Profile
Are you an S-Corp, Corp, Partnership or Multi-Member LLC?
No
C-Corp
S-Corp
LLC
Are you a Sole Proprietor or Single Member LLC?
No
Sole Proprietor
LLC
For Business Tax filings: How many years deliquent?
For Personal Tax filings: How many years deliquent?
Bookkeeping & CFO
Do you use Quickbooks/Xero or any other accounting software?
QBE
Zero
Other
None
On a scale from 1-10, how messy are your books now? (10=Most messy)
Do you reconcile your bank account each month?
Yes
No
Are your books current? (If not) how many months behind?
- If Behind, do you need us to catch-up your books?
Yes
No
Want help setting up your accounting software & systems?
Yes
No
What is our role regarding keeping your books?
Books + BillPay: We maintain your books + WE pay your bills
Keep Books: We maintain your books, YOU pay your bills
Review Only: You keep your books, we review for accuracy
None: You keep your books entirely, we have no involvement
How many bank accounts in your business?
How many credit cards in your business?
How many loans for your business?
Do you maintain inventory for sale?
Yes
No
Are you required to issue financial statements to banks or others?
Yes
No
Approx how many # payments do you make per month? (checks, payroll, etc)
Payroll & Sales Tax
Do you draw salary as an 'employee?'
Yes
No
Do you need assistance filing payroll taxes?
Yes
No
How many salaried employees, including yourself?
How many times per month is payroll paid?
Do you use a payroll company?
Yes
No
Do you need assistance filing sales tax?
Yes
No
Vital Questions
What is your projected revenue over the next 12 months?
After paying expenses to everyone else, how much left over for you to make?
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