1. Type of Client Ðface to Face Ðonline Ðtelephone
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Date: ______1. Type of client Face to Face Online Telephone 2. Office Location Pinellas Pasco Hillsborough
I. CUSTOMER CONTACT INFORMATION
3. Client First, Last Name 4. Email Address
5. Position/Title (if already in business) 6. Business Telephone 7. Home Telephone
8. Business Name (if already in business) 9. Fax 10. Other Phone
11. Street Address/P.O. Box (give the business address if 12. Web Site currently in business)
City State Zip Code EIN Number
II. BANKING INFORMATION
13. Bank ______14. How Many Accounts? 15. How Many Weekly Transactions ____ Check ___ Savings ____ Credit Card ___ Checking ____ Cash ___ Trust ___ Other
III. HOW DO YOU CONDUCT BUSINESS?
1. How do you conduct Business 2. What is your Current Accounting System? Credit Card QuickBooks Cash Online ____ Year Check Desktop ____ Year ______ Excel Manuel None
IV. PAYROLL 16. Total # Employees______18. Payment Timeframe 19. How is payroll done? 20. Payroll System Weekly Check Paychex 17. Total # Subcontractors ______ Bi Weekly Direct Deposit ADP Semi Monthly QuickBooks Monthly Other Contact Info: ______
______
IV. TAXES
3. Do you do estimated Taxes? 4. Do you have a CPA? 5. Do you need 6. What is the legal entity of your Yes your Taxes business? No Who is the CPA done? Sole Proprietorship ______ Business Corporation Personal LLC Any Shareholder and if Yes what ______S Corporation percentage? C Corporation ______Partnership Other ______
______
IV. WHAT SERVICES CAN WE OFFER?
BP Claims Bookkeeping Services Tax Planning Payroll Services QuickBooks Training Bank Account and Credit Sales Tax W2 QuickBooks Clean-Up Card Reconciliation Business Tax 1099 QuickBooks Set-Up Bill Pay Personal Tax Insurance needs Invoicing End of year of Company formation Account Receivables reporting Monthly/ Quarterly Review of your Account Payables QuickBooks P & L Statements
Additional Notes: ______