Business Background QuestionnaireThis questionnaire is designed to accomplish 2 things:to help me determine if there is a good fit between you and your business goals and our coaching servicesto help make our discovery call as productive as possible.This questionnaire includes general questions about your goals and ownership/leadership style as well as more specific questions relating to your business. It is important for you to be as honest and accurate as you can be.Client DetailsBusiness NameClient Name First Last Email Address Street Address Address Line 2 City StateAlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Office PhoneMobile PhoneYour BusinessWhat type of business are you in? Professional Service Manufacturing Retail Wholesaler/Distributor OtherPlease specify other type of business.Please list the specific types of products and/or services you provide for your customers.Hoiw long have you been in business?Less than 1 year123456789101112131415161718192021222324252627282930313233343536373839404142434445464748495051525354555657585960616263646566 +How did you acquire this business? Started Bought existing Franchised Inherited OtherWho, other than yourself, is involved in the decision making of your business?Please describe your main challenges. What holds you back? Be specific.How many hours per week do you currently work on average?Less than 1 Hr12345678910111213141516 +How do you feel about this?Yourself as a Business OwnerWhich statement best describes you? Tick/Check One. I’m an action oriented person who is most comfortable when in charge. I’m a ‘people’ person who values friendships in my work relationships and likes to build consensus. I’m calm and cool under pressure and like to make logical rather than emotional decisions. I like to study lots of information before making decisions.I need help with: Payroll Bookkeeping Tax PlanningSelect AllPayroll Setup Info:Why are you looking for Payroll ServiceHave you ever run Payroll before? Yes NoHow many employees do you currently have?Do all your employees work in the same state? Yes NoDo you have insurance in place? Yes NoHow often do you pay your employees?Will you pay your employees by check or direct deposit? Check Direct DepositWill you print from your office or do you want us to provide printed checks? We'll print from our office We want you to provide printed checksWill we process the payroll data or do you have someone that can access our website and process payroll? You'll process the payroll data. We have someone that can access our website and process payroll.Who is able to sign off on the setup paperwork?Who is able to sign off on the setup paperwork?Who will make the final decision?How are they currently processing?What do they like?What do they dislike?Products or Services?What is the Processing Frequency?Number of EmployeesState filing requirements:Payroll Process: by client by usDo you need special reports? Yes NoPlease specify the special reports you need:Do you need to register with the state? Yes NoDo you have Workmen’s Company Insurance? Yes NoDo you want us to set up all the employees or will you handle the setup? You'll set up all the employees. We'll handle the setup.Do you want to give your employees access to a portal? Yes NoAny special requirements? Yes NoWhat are your special requirements?BookkeepingWhy do you need Bookkeeping? Tax filing Business Mgmt Bank Loan OtherWho has done your bookkeeping over the past three to 5 years?Who is currently doing your bookkeeping?What software do you currently use for your bookkeeping?What do you like about your bookkeeping now?What do you hate about your bookkeeping?Who is currently responsible for reporting on financial statements?Are your books closed and up to date? Yes NoWhen were your business taxes last filed? MM slash DD slash YYYY Who files your business taxes?Why are you looking to work with an outsourced accountant/bookkeeper?Would you like to be more or less involved in your bookkeeping process? More involved Less involvedWhat is the biggest financial concern at your business?Do you have contractors? Yes NoDo you have employees? Yes NoTax PlanningWhy are you looking for tax services now?What type of tax returns are you looking to get filed?Who filed your taxes over the last 3 years?Are you up to date on your tax filings? Yes NoDo you have any unresolved tax notices? Yes NoThank you for taking the time to complete this questionnaire. It’s very important for both of us to fully understand your current situation—that way we can focus on the areas of greatest need and importance to you. If you have any specific questions on any area of the questionnaire, please don’t hesitate to contact me at wclanton@precisemgmt.netConfidentiality Note: The information contained in this questionnaire is confidential information intended only for the use of Precise MGMT and the person completing this questionnaire.PhoneThis field is for validation purposes and should be left unchanged.
