Home
About
Services
Testimonials
Blog
Contact
Back
Our Services
Bookkeeping Services
Payroll Services
Tax Preparation
Home
About
Services
Our Services
Bookkeeping Services
Payroll Services
Tax Preparation
Testimonials
Blog
Contact
We believe an organized set of financials is the key to peace of mind for every business owner
Client Assessment Questionnaire
Please complete the form below to get started:
Name
*
First Name
Last Name
Phone Number
*
(###)
###
####
Email
*
How many years have you been in business?
Please select one option.
Under 1 year
1-3 years
4-10 years
10+ years
How many checking/savings/credit card accounts do you have?
1-2
2-3
4-5
6+
Bookkeeping
Do you have an existing bookkeeping program?
Excel
QB - Desktop
QB - Online
Square
PayPal
Paper Ledger
Other
Who manages the program?
Myself
Team Member
Outside Bookkeeper
CPA
Accounts Receivable
Who handles your AR?
Myself
Team Member
Outside Bookkeeper
Accounts Payable
Who handles your AP?
Myself
Team Member
Outside Bookkeeper
Taxes
Are you current in all your tax filings?
Select All That Apply
State
Federal
Personal
Tax Year Last Filled
Are you interested in Tax Planning?
Yes
Not right now
Payroll
Do You Have Employees
Yes
No
Who Manages Your Payroll?
Myself
Team Member
Outside Bookkeeper
CPA
Do You Have Contractors
Yes
No
Who Files 1099s?
Myself
Team Member
Outside Bookkeeper
CPA
Are you in AB 5 compliance?
Yes
No
What is AB 5?
Assess & Advise
What Are Your Goals?
How can WBBM help you maximize your time doing what you love to do?
Sign up for free tax tips and business advice sent straight to your inbox!
Yes, I would like to receive free tax tips and business advice emails.
Thank you!
