Onboarding Questionnaire - Business Accounting Services

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Onboarding Questionnaire - Business Accounting Services

Your Name:

Phone Number:

Email:

Name of Business:

Phone Number:

EIN Number:

Fiscal Year End:

Email:

Type of Business:

Corporation
S-Corp
LLC
Sole Proprietorship
Other

Date Established:

Do you have employees:

Yes
No

If so Number:

No. Full Time:

No. Part Time:

Are any of them classified as independent contractors:

Yes
No

Do you use any accounting software:

Yes
No

Describe:

Do you outsource payroll:

N/A
Yes
No

Source:

Did your business have a positive cash flow in the last 12 months:

Yes
No

Last 12 Months:

Yes
No

Is the business involved in any litigation:

Yes
No

Do you report sales and pay sales taxes:

Yes
No

Are you required to do so:

Yes
No

Number of business bank accounts:

Average number of checks you write each month:

litigation: required Part

Are your tax returns current:

Yes
No

If no, please provide details:

Do you accept credit/debit cards:

Yes
No

Would you want us to prepare and mail checks for you:

Yes
No

Who is currently handing your accounting requirements:

Other Information:

Nationwide Accounting Services
818-991-9019