Potential Client Checklist - Accounting vCon

www.accountingvcon.com Page 1 New / Potential Client Checklist Name: Contact info (either email or phone #): Best time/way to contact you: Business Na...

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New / Potential Client Checklist Name: Contact info (either email or phone #): Best time/way to contact you: Business Name: What type of product/service do you sell? What type of Entity is the business? Is your business a New Business or Existing Business? For New Businesses -- When did the business start? Existing business - How were you keeping your accounting records before? What areas do you need help with? Set up an accounting system? Training? Troubleshooting and fixing problems? Bookkeeping? Payroll? Taxes? Other—please explain:

Do you prefer someone to come on-site, remote access or in the cloud? How are they doing their bookkeeping / accounting now? Are taxes up to date? What concerns do you have or what keeps you up at night?

www.accountingvcon.com Page 1