Professional Bookkeeping Systems Inc.
~Client Questionnaire~
Date: _____________________
Company Name _______________________________________________________
Contact Name _______________________________________________________
Address _______________________________________________________
Telephone _______________________________________________________
Cell phone ___________________________________
_____________________
Fax ________________________________________________________
Email ________________________________________________________
Type of Company: Service Retail Wholesale
Do you charge Sales Tax?_____
Type of Entity: C-Corp S-Corp Partnership Sole Prop. LLC Other_____
Business start date:______________________
Who does Payroll?______________________
Frequency: Weekly Bi-weekly Semi-Monthly Monthly
Number of Employees:_____ Number out-of-state_____
Who currently does your books? _______________________________________________________
How long does it take them?_____________________________________________________
Are you currently on QuickBooks?_____
Who does your taxes? ________________________________________________________________
May we call them for more information?___________________________________________________
How did you hear about us? ___________________________________________________________
You may print this out, fill it in and fax to us at 215-354-0483
