Connect With Stokes & Company | Accounting Firm in SC & NC

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Payroll

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Form Completed By (Employee Name)*

Can I get Your Name?*

What is the Best Phone # to Reach You At?*

What is Your E-Mail Address?*

Time*

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When is the Best Time for Us to Follow Up With You?

How Did You Hear About Us?*

If they give a generic answer (a friend, an attorney, etc.) try to drill down and get a name

What is the Name of the Business?

What Industry is Your Business In?

How Many Employees Do Your Have on Payroll?

Do You Operate in Multiple States?

If they answer "yes", list them

How often do you run payroll?

How Are You Currently Processing Payroll?

If they give a generic answer, drill down for more information

What Challenges or Frustrations Do You Have With Your Current Process?

Do You Have Any Specific Features or Services You Are Looking for In a New Provider?

How Soon Are You Looking to Implement a New Payroll Solution?

*Internal Notes Only* What Do We Need to Know About this Prospect?*

Personal

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Phone

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Form Completed By (Employee Name)*

Can I get Your Name?*

What is the Best Phone # to Reach You At?*

What is Your E-Mail Address?*

Where Are You Located?

When is the Best Time for Us to Follow Up With You?

How Did You Hear About Us?*

If they give a generic answer (a friend, an attorney, etc.) try to drill down and get a name.

What is your primary source of income?

Self-employed

W2 Employee

Retiree

Other

Do You Own Any Rental Properties

If they answer "yes", ask how many

Do You Have Investment Income or K-1s?*

If they answer "yes" ask for details

Do You need Individual Returns Only? Are Any Other Returns (e.g., business, trust) Needed for the Current Year?*

If they answer "yes" ask for details

Are Tax Returns Needed for Other Years?

If they answer "yes", list the other years needed

Do you Have Any Foreign Income or Assets?

If they answer "yes" ask for details

Have You Worked With a CPA Before?

If they answer "yes" ask them for a name

Do You Anticipate Any Significant Life Changes This Year?

Examples: marriage, home purchase, job change

*Internal Notes Only* What Do We Need to Know About this Prospect?*

Charitable

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Form Completed By (Employee Name)*

What is the name of your organization?

Who is the best contact person?*

Contact Phone

Contact Email

What type of support are you requesting?

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Volunteer/Participation

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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

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Personal Returns

Payroll Questions

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