New Business Client QuestionnaireBusiness Name*Primary Contact*Phone*This phone number is my: Home Work CellEmail Address* Business Website URL Type of Business*Select One1120 - 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?*We 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 – the idea of tax advisory is very appealing to me… I hate surprises.Ascension Program – really understanding my business and where I can improve is a great idea!Ascension “+” – you mean I can talk to you all the time? That’s all I’ve ever wanted!I just want a tax return. I don’t need to talk to anybody, and I never ask questions.
