New Business Client QuestionnaireBusiness Name*Primary Contact*Phone*This phone number is my: Home Work CellEmail Address* Business Website URL Type of Business*Select OneSole Proprietor1120 - Corporation1120S - "S" Corporation1065 - PartnershipHow many years have you been in business?*Select One1-23-56-1010+Where in the business cycle would you qualify your business?Select OneStartup/ Newly formedGrowing/ ExpandingMatureContracting/ ShrinkingSuccession MindedHow many owners does your business have?*Select One1234567-1010+How many employees does the company have*Select OneJust me – Not a hat I don’t wear!2-56-1011-2031-4041-5050+What software does your company use to maintain your accounting “books and records”?*Select OneQuickBooks OnlineQuickBooks DesktopXEROZOHO BooksFreshBooksWaveSageExcelGreen Bar PaperOtherOther software for "books and records"*Who maintains the accounting records / performs the accounting function?*Select OneI do because I love itI do because I don’t have anybody else to do itOfficer ManagerThe company hires an outsourced bookkeeperThe company’s current accounting firm does the booksWe have a full-time internal accountant on the teamWe have a part-time / fractional CFO (either outsourced or in house)OtherPlease share further details about your accounting solution*How do you like to communicate with your accountant?* Email Phone In-person/ Video ConferencingWhat are the components of running your business that weighs heavily on your mind?*What don't you like about working with your current firm?*Please list any questions you may have and/or please list any particular items you would like to discuss.How did you learn about SPM & Co?*Why are you contacting SPM & Co?*This field is hidden when viewing the formWe offer our professional services to businesses in the form of tailored programs. Which do you feel would be the most beneficial for your business and most accurately describes you?Select OneAdvantage Program – I hate surprises… knowing my tax burden before the due date will help me sleep at night.Advantage + - Really understanding my business and where (and how) I can improve is important to me.Advantage +2 - I know I’ll get farther faster with more support and connectivity.Advantage +3 - You mean I can talk to you all the time? That’s all I’ve ever wanted!Not looking for a tailored program, I just want a tax return.Our professional services are structured as a series of tailored programs, each building upon the last to help you reach new levels of growth. Which program do you feel will best serve your business and most accurately reflects your current needs?* AdvantageI hate surprises… knowing my tax burden before the due date will help me sleep at night. Advantage +Really understanding my business and where (and how) I can improve is important to me. Advantage +2I know I’ll get farther faster with more support and connectivity. Advantage +3You mean I can talk to you all the time? That’s all I’ve ever wanted! NoneNot looking for a tailored program, I just want a tax return.
