CLIENT QUESTIONNAIRE
Contact Name
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Contact Title
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Contact Phone
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Contact Email
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Company Name
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Company Website
Company Address
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Entity Type
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Entity Type
C-Corp
S-Corp
LLC
Partnership
Non-Profit
Other
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Incorporation Date
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Subsidiaries
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Does your company have any foreign or US subsidiaries?
If so, how many?
Which state(s) or country(ies)?
Do you use any other overseas Accounting Firms for the Foreign Subsidiarie(s)?
Yes
No
Other
Company Industry
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Company Industry
SaaS
Retail/eCommerce
Manufacturing
Healthcare
Professional Services
Non-Profit
Other
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Company Description
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Company Funding Status
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Current Company Funding Level
Founder Funded
Pre-Seed
Series A
Series B
Series C
Donor Funded
Grant Funded
Future Round Planned
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Have you or in the future will use any of these financial instrument for fundraising? (choose all that apply)
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SAFE
Convertible Note(s)
Short-Term Loan(s)
Long-Term Loan(s)
Other
What accounting method are you currently using?
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Select
Cash Basis
Accrual Basis
Unknown
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What is your company's average monthly revenue?
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Select
None/Pre-revenue
1 - 5k
5k - 25k
25k - 50k
50k - 100k
100k - 250k
250k - 500k
500k - 1m
1m - 5m
5m +
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What are your company's average monthly expenses?
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Select
None
1 - 1k
1k - 10k
10k - 25k
25k - 50k
50k - 75k
75k - 100k
100k - 250k
250k - 500k
500k - 750k
750k - 1m
1m - 5m
5m +
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How many bank accounts does your company have?
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Select
None
1 - 3
4 - 6
7 - 10
11 - 15
16 +
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How many total transactions per month does your company have for ALL the bank accounts?
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Select
None
1 - 25
25 - 50
50 - 100
100 - 250
250 - 350
350 - 500
500 - 1000
1000 +
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How many credit card accounts does your company have?
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Select
None
1 - 5
6 - 10
11 - 15
16 +
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How many total transactions per month does your company have for ALL of the credit cards?
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Select
None
1 - 25
25 - 50
50 - 100
100 - 250
250 - 350
350 - 500
500 - 1000
1000 +
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Do you expect the transaction volume to increase over next 3 months?
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Yes
No
Unsure
Which Accounting System does your company use?
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None
Spreadsheet
QuickBooks Online
QuickBooks Desktop
QuickBooks Enterprise
FreshBooks
Wave
Xero
Zoho Books
NetSuite
Other
How does your company process and pay vendor bills? Which Accounts Payable system do you use?
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Direct Bank ACH/Checks
Company Credit Card
Bill.com
Melio
Ramp
Brex
Other
How many vendor bills does your company process each month?
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Select
None
1 - 5
6 - 10
11 - 25
26 - 30
31 - 50
51 - 100
101 - 150
151 +
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Did your company issue and file form 1099s last year for contractors and vendors?
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Yes
No
Unsure
Do you need us to handle 1099 processing going forward?
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Yes
No
Unsure
How does your company issue invoices and receive payments from customers? Which Accounts Receivable system do you use? (choose all that apply)
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Currently pre-revenue
Spreadsheets/Docs
Accounting System
Bill.com, Melio, etc
Stripe, Paypal, etc
Other
How many customer invoices are processed and payments received each month?
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None
1 - 5
6 - 15
16 - 35
36 - 50
51 - 100
101 - 150
151 +
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Do you need us to prepare and send invoices to your customers?
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Yes
No
Unsure
Are you planning on going through a Financial Audit? If so, when?
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Have the company's prior year taxes been filed? If not yet, do you need a review of books before filing?
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Fixed Assets
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Does your company have any fixed assets?
If so, how many?
Are they being depreciated/amortized?
What are your company's financials used for? (choose all that apply)
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Management
Board
Investors
Audit
Bank
Other
What are your company's total monthly payroll expenses?
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None
1 - 2k
2k - 5k
5k - 10k
10k - 25k
25k - 50k
50k - 75k
75k - 100k
100k - 250k
250k - 500k
500k - 750k
750k - 1m
1m +
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What Payroll/PEO System do you use?
*
Select
None
Gusto
QuickBooks Payroll
Rippling
Justworks
BambooHR
PayChex
ADP
Other
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Do you need us to process/run your payroll?
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Yes
No
Unsure
Is your payroll system integrated with the accounting system?
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Yes
No
Unsure
How many employees are on payroll?
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None
1- 2
3- 5
6 - 10
11 - 30
31 - 50
50+
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In how many states do you have employees?
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None
1
2 - 4
5 - 9
10 +
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USA Based Contractors
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Do you have USA based independent contractors?
If so, how many?
How are they paid?
Do you collect W9 from all applicable contractors/vendors?
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Yes
No
Unsure
International Contractors
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Do you have international contractors?
If so, how many?
How are they paid?
Are you collecting W8BEN/W8BEN-E for your international contractors?
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Yes
No
Unsure
Do you reimburse employees for out-of-pocket expenses? If so, how are they reimbursed.
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Select
None
Payroll
Check/ACH
Bill.com
Ramp
Dext
Expensify
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What is the timing of your needs?
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What services are you looking for us to provide? (choose all that apply):
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Transaction Input, Coding and Posting
Accounts Receivable Reconciliation
Customer Invoicing
AR Collection Support
Accounts Payable Reconciliation
Bill Processing/Input
Bank/Credit Card/Accounts Reconciliation
Payroll Reconciliation
Payroll Run/Processing
Monthly Closing
One-time review/diagnosis of books and records
One-time Clean-up and Catch-up
Controller Services
Budgeting/Forecasting
Sales Tax Services
Tax Return Prep and Filing
Other
Do the books needs clean-up and or catch-up?
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Yes
No
Unsure
If yes, how many months of historical transactions need to be reviewed, cleaned-up and or caught-up?
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Who currently handles your bookkeeping/accounting?
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How many hours does it take your current accounting team to handle their responsibilities each month?
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Please provide any other information that you think may be relevant, as well as any questions or concerns you may have.
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