Client Consultation Intake Questionnaire

Please complete the following questions prior to your consultation. This information helps Hunter Financial Management Group better understand your business, your current financial recordkeeping system, and the type of support you may need.

What is the name of your business?

What type of business do you operate?

Approximately how long have you been in business?

What bookkeeping system are you currently using?

How up to date are your financial records?

What services are you interested in?

Approximately how many bank or credit card transactions does your business have per month?

What is your primary goal for working with a bookkeeping professional?

How were you referred to Hunter Financial Management Group?