Client Feedback -

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Client Onboarding Feedback

These questions and checklists are focused on making my relationship with you (my client) better. I use your answers to gather information at the beginning so that you and I are on the same page & to avoid any misunderstandings.

Feedback form

Name

Email Address

Company

Phone

What industry are you in?

Do you have payroll?

How many employees do you have? How many employees do you have? Its just me 10 or less More than 10

Describe Your Business. What Do You Do? Who Do You Serve?

How old is your business? How old is your business? less than 1 year old 1 - 5 years old More than 5 years old

Are your tax returns current? When is the last year taxes were filed?

What services are you interested in? What services are you interested in? Bookkeeping Quickbooks file set up, Review, And/or training Business financial consulting, valuations and/or Internal control review Tax preparation, planning, advice and/or resolution Other

Is your business vat registered?

Business type Business type Sole Proprietor Corporation Other

Does your business use any specific accounting software?

Revenues Revenues Less than 3 MIL ZAR per annum More than 3 MIL ZAR per annum

Please provide any other details or questions you think we should know or would like answered

Checkbox Checkbox I accept the

Number