Our client checklists serve as comprehensive onboarding tool and/or questionnaire that is utilized to gather vital information about your business prior to the initiation of our professional relationship. Its purpose is to guide us in asking the appropriate questions that will enable us to structure our services based on your specific requirements and responses.
These questionnaires primarily aim to collect pertinent details about your company's financial situation and the specific reporting needs of the business owner. By gaining a thorough understanding of the aspects of your company from the outset, we can effectively tailor our service offerings to meet the needs of your business operations. On this page, you will find several questionnaire type forms that will help us gather the information needed to serve you best.
The excel formatted new client form is a more detailed version, comprising of four sections and designed for mid-to-larger organizations. The PDF version, on the other hand, is a simpler version designed specifically for smaller organizations. We will assist you in determining the most suitable version to utilize for your company, taking into consideration your unique business makeup.
If you need further assistance, send me a text @ (302) 492-6347 and let's talk.
Everett
