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Client Questionnaire

Accounts
How many bank accounts do you have (includes accounts you closed during the year)? Required
Do you have any credit cards? If so, how many? Required
Do you have any loans (includes loans that were paid off during the year)? Required
Payroll
Do you have any employees? Required
If you answered yes to the above question, what payroll company do you work with? Required
Do you carry Worker's Compensation? Required
Taxes
What is your entity type? Required
Do you collect sales tax? Required
If so, are you up to date on your sales tax filings? Required
How often are you required to report your sales tax? Required
Other
Do you have any fixed assets (capital purchases >$2,500 individually)? Required
Do you have any Accounts Receivable? Required
If so, do you sell your Accounts Receivable to an outside company to pay you immediately (known as Factoring)? Required
When paying your bills, do you record them as expenses from the bank feed or do you enter them as bills in Accounts Payable? Required
Do you carry inventory? Required
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