SMALL BUSINESS QUESTIONNAIRE

Welcome!

Ready to take the first step? Great! We are truly excited to support you. This questionnaire helps us learn more about your business and how to serve you best. Once completed, we’ll reach out within 48 hours (business days) to continue the conversation. Thank you!

Name

First Name

Last Name

Business name

Business structure for tax purposes

Select from dropdown.

Please describe your business

What is your main product or service? Do you have any employees? If so, how many? Do you have inventory? Etc.

Services needed

Check all that apply.

Business entity selection & setup

Quickbooks accounting system setup

Bookkeeping - monthly/quarterly

Federal & State tax preparation

Projections/estimated tax payments

Payroll

Other

I don't know

Please briefly describe your short-term & long-term goals

Where do you want to be? What's your BIGGEST challenge?

Have you worked with advisers in the past? What services did they provide (bookkeeping, tax preparation, etc.)? Why did or didn't things work out?

Anything else to share?

What else is important to know about your business?

How did you hear about Hardie CPA?