<p> Date: ______1. Type of client Face to Face Online Telephone 2. Office Location  Pinellas Pasco Hillsborough</p><p>I. CUSTOMER CONTACT INFORMATION</p><p>3. Client First, Last Name 4. Email Address</p><p>5. Position/Title (if already in business) 6. Business Telephone 7. Home Telephone</p><p>8. Business Name (if already in business) 9. Fax 10. Other Phone</p><p>11. Street Address/P.O. Box (give the business address if 12. Web Site currently in business)</p><p>City State Zip Code EIN Number</p><p>II. BANKING INFORMATION</p><p>13. Bank ______14. How Many Accounts? 15. How Many Weekly Transactions ____ Check ___  Savings ____ Credit Card ___ Checking ____ Cash ___ Trust ___ Other</p><p>III. HOW DO YOU CONDUCT BUSINESS?</p><p>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</p><p>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: ______</p><p>______</p><p>IV. TAXES</p><p>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 ______</p><p>______</p><p>IV. WHAT SERVICES CAN WE OFFER?</p><p> 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</p><p>Additional Notes: ______</p>