CLIENT QUESTIONNAIRE
First Name
*
Last Name
*
Phone
*
Email
*
Legal Business Name
*
Website
*
What best describes your Industry?
*
E-commerce
Real Estate
Beauty/Hair Supply
Legal
Medical Professional
Food and Beverage
Logistics/Transportation
Child Care Services
Home Health/ Personal Care
Coaching/Consulting
Which best describes the structure of your business?
*
LLC
Corporation
Partnership
Non-profit
Sole-Proprietorship
How much does your business make on a monthly bases?
$0 - $5,000
$5,000 - $10,000
$10,000 - $20,000
$20,000 - $50,000
$50,000 - $75,000
$75,000 - $100,000
$100,000 - $150,000
$150,000 - $250,000
$250,000 - $500,000
$500,000 - $1M
$1M+
Do you have a monthly accounting budget in mind?
$0-$100
$500-$1000
$1000-$1500
$1500-$2000
$2500-$3000
$3000-$3500
$3500-$4000
$4000-$4500
$4500-$5000
$5000+
How do the majority of your customers pay you?
*
Cash
Cashapp/Zelle/Venmo
PayPal
Credit Card
Direct Deposit
Check
Are you able to send us the last six months of each of your business bank and credit card statements within 48 hours of a discovery call?
*
Yes
No
I'm not sure
How did you hear about EFS Group, PLLC?
Instagram
Clubhouse
Facebook
Google
Referral
Which best describes you?
*
I'm just curious.
I'm ready to move forward if the opportunity is right.
I have a problem and need to fix it now.
