Wondering if anyone uses a certain type of form or questionnaire when first meeting a potential client to assess their bookkeeping or accounting needs and if so can they share it?
Thanks,
- posted
18 years ago
Taking on new clients
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- posted
18 years ago
"Scraps" wrote
Both the AICPA and PPC (and I'm sure others) have excellent Client Acceptance and Client Retention workpapers.
A more informal "fact sheet" type of schedule can be obtained from some of the accounting supply houses, but these are geared more toward individual tax clients.
I am considering requiring three referrals, a physicians release, a current set of CPA prepared financial statements, a letter of credit from their banker, and a performance bond at three times the anticipated fees charged. But that's just today.
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- posted
18 years ago
Hi Scraps
I'm a bookkeeper and when I get a new client I have a series of questions I ask.
The first question I ask is - Tell me about your business. Because people love to talk about their business, you're actually complimenting them.
If I don't get my answers in that answer then I move on to the other questions
What is your fiscal year
Type of ownership - sole prop, partnership, corporation
What acctng software are you using.
Are the books up-to-date *** This question is quite important; you want to know upfront how much of a backlog there is.
Do you have a bank reconcilation for the last month that has been done
What taxes are you remitting
Do you have payroll
gennif