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Prospective Client Form




Please fill out all applicable fields. Items in bold are required.
 

Business/Individual Name:
Contact Name(s):
Address:
State:
Zip Code:
Phone:
Fax:
Email:
 

1. What services are you seeking?
Individual tax returns
 Personal financial statement
 Business tax returns
 Financial statements:

Monthly
 Quarterly
 Annual
 Compiled
 Reviewed

Tax Projections:

  QuickBooks installation, setup, training
 QuickBooks on-going support
 Quarterly payroll tax service
 Business valuation
 Financial planning
 Retirement planning
 Estate planning
 Other services:

 
2. What do you expect from your CPA firm?

 
3. What are the current challenges facing your business?

 
4. How do you see us helping you address these challenges and opportunities?

 
5. What growth plans do you have?
 
6. Do you expect new financing?
Yes  No
 
7. Do you anticipate any mergers, purchases, divestitures, recapitalizations, or reorganizations in the near future?

 
8. What are the service standards you would like for us to provide you?

 
9. How important is our price guarantee to you?

 
10. How important is rapid response on accounting and tax questions? What do you consider rapid response?

 
11. Why are you changing professionals?

 
12. How did you enjoy working with your former firm?

 
13. Do you envision any other changes in your needs?

 
14. Are you concerned about any of your asset, liability, or income statement accounts to which we should pay particularly close attention?

 
15. How do you suggest we best learn about your business so we can relate your operations to the financial information and so we can be more proactive in helping you maximize your business success?

 
16. May our associates tour your facilities?

 
17. What trade journals do you read? What seminars and trade shows do you regularly attend?

 
18. What is your budget for this type of service?

 
   
 
   

 





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www.snydercpas.com · tel. 740-654-9989 · fax. 740-654-9737
129 W. Chestnut St., Lancaster, Ohio 43130-5570

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