New Client Questionnaire — Sharpline Financial

New Business Client Questionnaire

Hi new friend! Please complete the form below and I’ll be in touch with you withing the next 48 hours. I can’t wait to talk with you and learn about your business!

Name

First Name

Last Name

Phone

(###)

###

####

Business Name

Description of Business

Type of Business

(for tax reporting purposes)

What services are you interested in learning more about?

check all that apply

Bookkeeping

Tax Preparation

Payroll Processing

LLC Formation

S-Corp Election

Other

Tell me more about the service(s) you're interested in.

Have you worked with an accounting/tax professional before?

How did you hear about us?

Special Issues, Concerns or Notes

New Business Client Questionnaire

We are a remote firm working with clients all acrosss the country!