HIRE US | DNA Financial Svcs

Client Intake Questionnaire

Please complete the following information:

Please complete the following business information:

What date was your business formed?

Which service(s) do you need?

What are of your business finances do you need the greatest assistance?

What are your expectations of a bookkeeper?

Do you currently comingle business finances with personal finances?

Which accounting method do you use?

Cash

Accrual

How many business bank accounts do you have?

What is your current tax structure?

What were your gross receipts for the previous year?

How many business credit cards do you have?

What is your YTD (year-to-date) gross profit?

What was your net profit for the previous year?

Are you up to date with your annual tax filings?

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