Accounting Client Evaluation Questionnaire Step 1 of 7 14% What type of business do you operate?(Required) Sole proprietorship Partnership Corporation - C Corp Corporation - S Sorp Corporation - Benefit Corporation Corporation - Nonprofit LLC How long has your business been in operation?Can you provide your company's NAIC Code?Why are you looking for a CPA firm for your business?What is the size of your business in terms of annual revenue? What is the size of your business in terms number of employees?What accounting method do you currently use (cash or accrual basis)? Cash basis Accrual Basis How do you handle your day-to-day bookkeeping tasks and financial record keeping? Doing it myself CPA firm Accounting/Bookkeeping firms Other What are your expectations and requirements from a CPA firm?Are you currently using any accounting software? If yes, which one?How frequently do you reconcile your bank and credit card accounts? Are your financial records up-to-date and organized? If not, what challenges do you face in maintaining them?Do you have a system for categorizing expenses and income?How do you handle accounts payable and receivable?Are you in compliance with tax regulations, and have you encountered any tax-related issues in the past?Do you have employees or contractors?How do you manage payroll and related taxes?Have you encountered any tax-related issues or audits in the past? Have you been through an external audit or financial review before (if applicable)?Are you looking for assistance with financial statement preparation (e.g., income statement, balance sheet, cash flow statement)?How often would you like to receive financial reports or updates?What are your financial goals for the coming year or specific period?Are there any specific financial challenges or concerns you'd like assistance with? Do you need help with budgeting, forecasting, or financial analysis?How do you prefer to communicate with your CPA, accounting or bookkeeping team?Are there any specific financial areas you need assistance with (e.g., budgeting, cash flow management)?Are you considering any major financial decisions, such as mergers, acquisitions, or expansion?Do you have any international business activities that require specialized accounting expertise?What is your approach to employee compensation and benefits? Are there any other professionals or advisors (e.g., lawyers, financial planners) you work with, and do you prefer integration among these services?Do you administrative staff to assist with you HR, payroll, and contract/sales administration, sales and marketing?What are the top three things that a CPA firm must provide for you to agree that the CPA is added value to your company?Do you know what a balance sheet is and if yes, please rate your knowledge and understanding from 1 to 10, with ten being the highestBeside management and the tax authoritative, who else need to get a financial statement from you (such as lenders, SBA or regulators)If you are government contractor, do you have a DCAA approved accounting system? Name First Last Company NameEmail Phone(Required)PhoneThis field is for validation purposes and should be left unchanged. Share
