New Client Inquiry Form

Do you regularly pay yourself?*

Are you happy with how much you are able to compensate yourself through your business?*

Do you always have the funds for your tax obligations set aside?*

Do you outsource your payroll?*

Check all services you are interested in at Saul Bookkeeping?*

What accounting system or software do you currently use?

Was the system/software set up by a professional?*

Is your current bookkeeper certified by AIPB (American Institute of Professional Bookkeepers)?*

Are your payroll source deductions up to date?*

Do you operate in different currencies?*

If you showed a profit in your accounting statement last year, did you actually have the cash in your bank account?*

Do you have to borrow frequently to continue operations?*

One of my core values is that I will never engage in an undertaking with a client unless we mutually agree that the value received is equal to or greater than the fee being paid. Do you feel this way in regards to what your business offers it's clients?*