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New Client Evaluation Form

General Company Information

Business Name: *

Phone Number *

Email Address: *

Position/Title:

Business Address:

Website:

Primary Business Type/Industry:

Legal Structure:

Number of Entities within the parent company (if applicable):

If this company is the parent company of other entities, please fill out the Entity Overview section of this form.

Fiscal Year End Date:

Business Financial Overview

How long has the business been in operation?Less than 1 year1-3 years3-5 years5+ years

Annual Revenue (estimate):<$100,000$100,000 - $500,000$500,000 - $1M$1M+

What are the business's key sources of revenue?

Current Accounting System

Do you currently have an accountant or bookkeeper?YesNo

If yes, what are their responsibilities?

What software or tools do they use?

What are your yearly expenses for accounting or bookkeeping services?

Do you use any accounting or financial management software?YesNo

If yes, please specify the software used?

Is your software integrated with other business systems?YesNo(CRM, Inventory, etc.)

If yes, describe how these systems are integrated.

Accounting Method & Financial Records

Which accounting method does your business use?Cash BasisAccrual Basis

Do you have a Chart of Account in place?YesNo

If yes, how is your chart of Accounts structured?

Please provide a copy or overview of your company’s chart of account.

Do you need assistance with setting up or restructuring your Chart of Accounts?YesNo

Do you track accounts receivable (AR) and accounts payable (AP)?YesNo

If yes, how are these tracked?

How many invoices are processed monthly?

Do you have a process for credit control?YesNo

If yes, how do you manage overdue invoices?

Do you have a system for managing and recording cash expenses?YesNo

If yes, please describe the process.

Accounting Processes & Internal Controls

How are transactions recorded and classified?Manual entryAutomated using softwareMixed method

Do you have internal controls to prevent fraud and ensure accurate financial reporting?YesNo

If yes, describe the internal control measures in place.

Do you segregate duties (e.g., different people handle accounts payable, receivable, and reconciliation)?YesNo

Payroll & Employee Benefits

How do you manage payroll?In-houseOutsourcedUsing Payroll Software

Number of Employees:

Do you offer employee benefits?YesNo

If yes, which benefits do you offer?

How often is payroll processed?WeeklyBi-weeklyMonthly

Are your payroll taxes and filings up to date?YesNo

If no, please describe any issues.

Do you require assistance with payroll processing or tax filings?YesNo

Tax & Compliance

How frequently do you file your taxes?MonthlyQuarterlyAnnually

Are there any upcoming deadlines or special tax considerations we should be aware of?YesNo

Business & Financial Goals

What are your primary business objectives for the next 12 months?

Do you plan on obtaining business loans or financing in the near future?YesNo

If yes, do you need help with loan applications or financial statements for lenders?

What financial reports would assist you in making business decisions?Profit & Loss StatementsCash Flow StatementsBalance SheetBudget vs. Actual ReportsCustom Financial AnalysisOther

Entities Overview (if applicable)

List all Entities under the Parent Company:

Are any entities subsidiaries, affiliates, or joint ventures?YesNo

If yes, please specify:

How are the entities financially structured?Separate accounting systems for each entityShared accounting systems across entitiesHybrid (some separate, some shared)

Do the entities have different fiscal year ends?YesNo

If yes, please specify the fiscal year end for each entity.

Are there any intercompany transactions or balances?YesNo

If yes, how are intercompany transactions tracked and eliminated during consolidation?

Is there a central accounting team managing all entities or does each entity have its own finance team?Centralized teamDecentralized (each entity has its own team)

Do you use a unified Chart of Accounts for all entities or does each entity have its own?Unified Chart of AccountsSeparate Chart of Accounts for each entityHybrid (common accounts, with entity-specific customization)

How do you handle multi-currency transactions (if applicable)?No multi-currency transactionsManual conversionAutomated conversion via softwareOther

Do you have separate audit requirements for each entity?YesNo

If yes, how are audits managed across entities?

Additional Information

Are there any specific challenges or concerns regarding your business’s finances or accounting practices?

Do you anticipate any major changes or expansions in your business in the near future?

What level of involvement do you expect from your accountant or bookkeeper?Full-Service (end-to-end accounting management)Advisory/Consulting OnlyOn-Demand (specific services as needed)

What is your preferred method of communication?EmailPhoneIn-PersonVideo Conference

Client Name: *

Date

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New Client Evaluation Form

General Company Information

Business Financial Overview

Current Accounting System

Accounting Method & Financial Records

Accounting Processes & Internal Controls

Payroll & Employee Benefits

Tax & Compliance

Business & Financial Goals

Entities Overview (if applicable)

Additional Information

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Email

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CONTACT US

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