New Client – Olympia CPA, PLLC

Name *

First

Last

Business name *

Phone *

Email *

We are looking to establish long term relationships with businesses and their owners who want full service accounting, tax, payroll, and consulting services. The average fee for this “full service” is between $1,000 - $3,000 a month. Is this what you want? *

Yes
No

How do you currently keep your books? *

QB Desktop
QB Online (QBO)
Something else (Xero, Freshbooks, Sage, etc)
I'm starting from scratch

Do you want us to do it all? *

Yes
No, I'm a DIYer, I want you to teach me to do it all.
No

Do you use any of these QB Desktop features? *

Invoicing
Bill Pay
Check writing
Payroll
I just use it for keeping my books and do not use any of the above. I'm okay with giving you the QB copy to maintain.

Are you willing to switch over to QB? *

Yes
No

Are you willing to move to QBO to access these features? *

Yes
No

What is the current state of your books? *

Tip top shape. I can even do bank reconciliations.
I can manage the bank feed but need you to do the reconciliations.
I don't know the difference between a bank feed and a bank reconciliation.
My books need some attention and I am ready to have you guys do it all.

Do you want us to take over the reconciliations? *

Yes
No

Tell us about your payroll *

I don't have a payroll
I have employees
I have owners' only payroll, aka only owners are the employees

Do you want us to do your payroll? *

Yes
No

Why not? *

I have a payroll processor
I do my own payroll and can file all my reports myself
I do my own payroll and but need someone to file my reports
I want to learn to do my own payroll

What is your business filing status? In other words, what annual federal income tax form does your business file? *

Form 1120 C-Corp
Form 1065 Partnership
Schedule C Sole Prop
Form 1120S S-Corp

How organized are you? *

Very
Somewhat
Not at all

How responsive are you? *

Very
Somewhat
Not at all

Our primary way to communicate with you will be email, phone, or zoom like virtual meetings. Does that work for you? *

Yes, I'm down with that.
No, I'm old school, I like in person, live, sit down, or onsite meetings.

How soon do you need us to start? *

I need immediate assistance
Within a month

Sorry we're not a good fit ☹ - check out our referrals page for more great accounting options!
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Great! Looks like we might be a good fit. Please enter your information below and we will contact you in 1-2 business days.

How did you hear about us? *

Thank you for your interest in our services. Please complete this form and we will be in touch within 24-48 hours.

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