Get Uhy Practice Forward Prospect Questionnaire

The UHY Practice Forward Prospect Questionnaire is a crucial tool designed to collect essential information from potential clients. This guide will assist you in filling out the form online, ensuring you provide all necessary details accurately and efficiently.

Follow the steps to complete the UHY Practice Forward Prospect Questionnaire successfully.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by filling in the 'Prospect Information' section. Enter the prospect's name, phone number, business name, address, email address, the name of decision maker(s), type of business, entity type, current CPA, how they were referred, their relationship to any existing client, and the timeframe for decision-making urgency.
3. Proceed to the 'Discovery Questions' section. Explain why the prospect is seeking a new CPA and describe the main issues or problems they need assistance with. Additionally, rate their knowledge concerning their tax structure on a scale of 1 to 10.
4. In the 'Employee/Independent Contractor' section, provide the number of full-time and part-time employees and indicate whether any fringe benefits are offered.
5. For the 'Company Policies' section, indicate whether a complete corporation records book exists, if current company minutes are available, and if proper expense reimbursement policies are in place.
6. In the 'Current Accounting System' section, detail the accounting system in use, payroll handling, any services not received from the current accounting relationship, and the type of fee engagement with the current CPA.
7. Fill out the 'Scheduled Meeting Details' by providing the date, time, and the name of the person you will be meeting.
8. Finally, review the list of documents to gather for the prospect meeting, ensuring that the necessary paperwork such as tax returns, financial statements, and other relevant documents are prepared.
9. Once all sections are completed, ensure all information is accurate before saving changes, downloading, printing, or sharing the completed form.

Complete your UHY Practice Forward Prospect Questionnaire online today!