Connect With Us! What Type of Inquiry is This? Business Individual Payroll Community & Sponsorship Requests Business "*" indicates required fields NameThis field is for validation purposes and should be left unchanged.1. Internal InfoWho Completed This Form?*What Office Completed This Form?*Which office are you submitting from?GreenvilleGaffneyTravelers RestSpartanburgColumbus2. Ask About Them"Let me start by getting the best contact information for you."Prospect's Name:*Prospect's Phone #:*Prospect's E-mail Address:* [If they hesitate] "we just use this for scheduling and sending over next steps."How Did They Hear About Us?*[If they give generic answer] "Can you please tell me their name so we can say 'thank you!"3. Ask About Their Business"Thank you, I have a few quick questions about your business."Legal Business Name:*Headquarters:Do They File A Seperate Tax Return For The Business?Business Entity Type:C-Corp, S-Corp, Partnership, LLC, Sole Proprietor / Schedule C, Annual Revenue:*[If they hesistate] "this is important to make sure we connect you with the right team member.""What services were you hoping to discuss today?" Advisory / Consultation Accounting / Bookkeeping Payroll Tax (business) Tax (individual) Wealth Management 4. Ask About Their Current Situation"I'd like to ask a couple of questions about your current situation."Have They Worked With A CPA?[If yes] "can you please tell me who you worked with?"Why Are They Looking For A New CPA?When Do They Want To Transition?Internal Notes*[Listen For] fee complaints, urgency demands, legal issues, etc.5. Set Expectations on PricingDid They Know About Our Pricing?[If they are unfamiliar with pricing] read the script for each that service that might apply.Monthly Accounting & Bookkeeping"Most of our business clients use monthly accounting, where we handle the ongoing accounting and tax work. The average starting investment is around $750 per month, which includes tax planning and the business return. Final pricing is presented during our full discovery process.”Tax Planning & Returns (business)“For businesses looking for tax-only services, we do offer business tax planning and preparation. The typical starting investment is around $3,000 for annual planning and preparation, with final pricing set during discovery.”Tax Planning & Returns (individual)“For individual tax clients, we work with a limited number each year, primarily business owners or those seeking proactive, strategic guidance. The typical starting investment is around $850, with final pricing confirmed during review with the preparer.”Payroll“Payroll pricing is based on payroll frequency, number of active employees, and any additional services needed. Because of that, pricing is customized, and a member of our team will walk you through options during a more detailed conversation.”Advisory / Consultation“We’re selective with advisory work and don’t typically offer one-off consultations, but our team can review your request and determine whether it’s a fit. We’ll follow up with you after that review.Their Reaction To Our Pricing:Capture their reactions and any feedback they share.6. Communicate the Next Steps“Thank you for sharing this information. I’ll pass this directly to our Business Development team. They’ll review everything and contact you about next steps.” [Do not promise a meeting or timeline.]Personal ReturnsAre you... Self-employed A W2 Employee Do you own any rental properties?If they answer "yes", ask how manyDo you have investment income or K-1s?If they answer "yes" ask for detailsHow many tax returns are needed for the current year?Are tax returns needed for other years?If they answer "yes" list the years neededHave You Done Your Personal Return With a CPA Before?If they say "yes" ask them for a namePayroll QuestionsHow many states do you operate in?How many employees do you have?What is your current pay frequency? Weekly Bi-weekly Semi-monthly Monthly How do you currently process your payroll?*What, if any, are the biggest frustrations you have with your current process?*7. Internal NotesIs there anything else we should be aware of?Would you want to work with this person? / Any additional thoughts? Individual "*" indicates required fields CompanyThis field is for validation purposes and should be left unchanged.1. Internal InfoForm Completed By (Employee Name)*What Office Completed This Form?*2. Ask About Them"Let me start by getting the best contact information for you."Prospect's Name:*Prospect's Phone #:*Prospect's E-mail Address:* Where Are They Located?city, stateHow Did They Hear About Us?*[If they give a generic answer] "Can you please tell me their name so we can say 'thank you!'3. Ask About Their Situation"Thank you. I have a few quick questions so we can route this appropriately.""What is your primary source of income?" Self-employed W2 Employee Retiree Other Renatal Properties?[If yes] "how many?"Investment Income?*[If yes] note type(s) Foreign Income?[If yes] capture brief detailsAre Prior Years Needed?[If Yes] list the years"Are any other returns needed this year?" Individual Only Business Trust Other Internal Notes*Any Life Changes?Examples: marriage, home purchase, job change4. Ask About Their Prior Experience1. Internal Info Who Completed This Form?If yes "can you please tell me who you worked with?"Why Are They Looking For A New CPA?Internal Notes*Listen for fee complaints, urgency demands, legal issues, disrespect towards prior CPA. *Add anything you hear to the notes."5. Set Expectations on PricingDid They Know About Our Pricing?[If they are unfamiliar with pricing] read the script below.Tax Planning & Returns (individual)“For individual tax clients, we work with a limited number each year, primarily business owners or those seeking proactive, strategic guidance. The typical starting investment is around $850, with final pricing confirmed during review with the preparer.”Their Reaction To Our Pricing:Capture their reaction and any feedback they share.6. Communicate the Next Steps“Thank you for sharing this information. I’ll pass this directly to our Business Development team. They’ll review everything and contact you about next steps.” [Do not promise a meeting or timeline.]7. Internal NotesIs there anything else we should be aware of?Would you want to work with this person? / Any additional thoughts? Payroll "*" indicates required fields X/TwitterThis field is for validation purposes and should be left unchanged.1. Internal InfoWho Completed This Form?*What Office Completed This Form?*2. Ask About Them"Let me start by getting the best contact information for you."Prospect's Name:*Prospect's Phone #:*Prospect's E-mail Address:*[If they hesitate] "we just use this for scheduling and sending over next steps.""How did you hear about our firm?"*[If a generic answer] "Can you please tell me their name so we can say 'thank you!"3. Ask About Their Business“I have a few quick questions about your business so we can route this appropriately.”Legal Business Name:What Industry?How Many Employees?Multi-State Payroll?[If yes] list the states"How often do you run payroll?" Weekly Bi-Weekly Semi-Monthly Monthly Other 4. Ask About Their Current Situation“I’d like to ask a couple of questions about your current payroll setup.”How Are They Currently Processing Payroll?[If generic] briefly probe for more info Why Are They Looking For A New Payroll Partner?[Listen Carefully] make notes of anything helpful they shareWhen Do They Want To Transition?Have They Changed Payroll Providers Before?5. If They Ask About Pricing?“Payroll pricing is based on payroll frequency, number of active employees, and any additional services needed. Because of that, pricing is customized, and a member of our team will walk you through options during a more detailed conversation.”6. Communicate the Next Steps“Thank you for sharing this information. I’ll pass this directly to our Business Development team. They’ll review everything and contact you about next steps.”7. Internal NotesIs there anything else we should be aware of?Would you want to work with this person? / Any additional thoughts? Community & Sponsorship Requests "*" indicates required fields X/TwitterThis field is for validation purposes and should be left unchanged.Form Completed By (Employee Name)*What is the name of your organization?Who is the best contact person?*Contact PhoneContact Email What type of support are you requesting? Sponsorship Donation Volunteer/Participation Advertising Other (Specify Below) What is the name of the event or cause?When and where is the event (if applicable)?How will the funds or resources be used?How many other sponsors are participating?Are there any benefits for our company? (e.g. advertising, tickets, recognition)?What is the amount or type of contribution you are requesting?How soon do you need a response from us?Notes
