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 P R O F E S S I O N A L . . . C O N T R O L L E R S

 

PROSPECTIVE . . CLIENT . . QUESTIONNAIRE

COMPANY

.

ADDRESS

.

.

CITY,STATE,ZIP

.

PHONE

.

FAX

.

e-MAIL

.

PRESIDENT

.

CONTACT

.

Nature of business

.

.

SIC: ________

.

.

.

Year Started

.

Fiscal year-end

.

$$$ Sales last year

$

### of employees

.

Most Recent Fin.Stmt-date

.

Payroll service

.

Computer software

.

.

Office Personnel

O Controller

O Office Mgr

____

Clerical

Hot Buttons

O

Part-Time Controllers

Assoc.

Date

O

Business Plans

Refer to

.

.

O

Computer Help

O

Personnel Management

1st interview date

.

O

Taxes

Next

.

O

Collection Problems

Next

.

O

Budgets

Next

.

O

Cash Flow Projections

Start date

.

O

.

O

.

 

INSTRUCTIONS

 

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