New Client Formheidi@hayecpa.com(407) 637-2194853 State Road 436, Suite 1025Casselberry, FL 32707 Name * First Name Last Name Email * Phone Number * Do you prefer to be contacted by phone or email? Phone Email Would you like business or personal accounting assistance? * Personal accounting (select and click the submit button at end of page) Business accounting (select and continue below) Company Details Company Name Company Address What is your website? Leave blank if you do not have one yet. Briefly describe your company: When did your company start? MM DD YYYY How many employees do you have? Which type of entity is your company? (Select) LLC S-CORP C-CORP Sole-Proprietor Partnership Not For Profit Accounting Needs What accounting software do you use? (If QuickBooks indicate Desktop or Online) What payroll software or company do you use? How many check or debit transactions do you have each month? Do you pay Independent Contractors? (Select) Yes No How many invoices do you generate each month? Do you accept credit cards? (Select) Yes No Do you collect sales tax? (Select) Yes No Do you have inventory? (Select) Yes No Which bank is your main business account with? How many business accounts do you have? How many business credit cards do you have? Have you worked with a CPA before? (Select) Yes No What services are you looking for us to provide? Payroll Financial Statements Business Consulting Year End Tax Package Business Start-Up Assistance Bookkeeping Monthly Account Reconciliation Budgeting/Forecasting Tax Return Preparation QuickBooks Home Based Business E-Commerce/Online Store Registered Agent Other (provide details under Please Explain) Please explain Accounting Closing Questions Anything else we should know? Thanks for filling out the form. We will contact you within 24 hours. Thank you!
