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Client Interview

The document is a client interview form for bookkeeping services. It collects information about a potential new client's business such as entity type, tax filing status, number of owners, banking and accounting software used, and financial reporting needs. It asks about the client's business structure, current bookkeeping practices, number of employees, insurance coverage, billing and invoicing processes, inventory, sales tax obligations, and future plans for the business.

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najjjoo8
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© © All Rights Reserved
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Download as DOCX, PDF, TXT or read online on Scribd
26 views

Client Interview

The document is a client interview form for bookkeeping services. It collects information about a potential new client's business such as entity type, tax filing status, number of owners, banking and accounting software used, and financial reporting needs. It asks about the client's business structure, current bookkeeping practices, number of employees, insurance coverage, billing and invoicing processes, inventory, sales tax obligations, and future plans for the business.

Uploaded by

najjjoo8
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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CLIENT INTERVIEW BOOKKEEPING

Referred By: ____________________________ TODAY’S DATE___________________________

New Client Name: ____________________________________________________________________

Address: ____________________________________________________________________________

Type of Entity (Partnership, S-Corp, C-Corp, LLC, Sole Prop) _________________________________

EIN __________________ Business Start Date_________ Year End Date__________

Contact Name: ______________________ Phone No.: ________________________________________

E-mail address____________________________________________________________

1. Tell me about your business:

_______________________________________________________________________________

2. How is the business structured?

_______________________________________________________________________________

3. Are you current on your business tax returns? Are you working with a CPA?

_______________________________________________________________________________

4. How many owners?

_______________________________________________________________________________

5. How often do you take distributions from the company?

_______________________________________________________________________________

6. Are you already set up on QuickBooks? If so, are you using QuickBooks desktop or QuickBooks
online?

_______________________________________________________________________________

7. Are your books currently updated?

_______________________________________________________________________________

8. How many bank accounts and/or credit cards does your business have?

_______________________________________________________________________________
CLIENT INTERVIEW BOOKKEEPING

9. How many transactions do you typically have in each account during a normal month?

_______________________________________________________________________________

10. Do you have employees? How many? Who prepares your payroll?

_______________________________________________________________________________

11. Do you offer health insurance? Who provides your health insurance?

_______________________________________________________________________________

12. Do you have Key Man life insurance? Who is this through?

_______________________________________________________________________________

13. Are you looking for monthly or quarterly financials?

_______________________________________________________________________________

14. Are there any specific reports you are looking for in your financials? We typically include a
balance sheet, profit and loss, and statement of cash flows. Optional reports would include
comparison financials, budget vs actual, etc.

_______________________________________________________________________________

15. How do you create invoices?

_______________________________________________________________________________

16. How do you pay bills?

_______________________________________________________________________________

17. Do you have any inventory?

_______________________________________________________________________________

18. Do you report any sales tax? Who prepares your sales tax reports?

_______________________________________________________________________________

19. What are your plans for the business? Do you have any plans to grow or scale back the business
in the near future?

_______________________________________________________________________________

20. Where do you see the business in the next 5 years?

_______________________________________________________________________________

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