New Client Bio Form

New Client Bio FormBritt Peltola

New Client Bio Form

Form for the entry of new clients

"*" indicates required fields

Date Created

PIC

Biller

Biller Email*

Client Name

Please enter full name of client to be entered in CCH

Acceptance Procedures

Dun & Bradstreet

Bank References

Contract with Prior Accountant

Other References

List references used for acceptance

Eligible for the SDK Incentive Bonus?

Yes

Client Source

Referral Type

Name of Referral Source

How Was Client Obtained?

Please provide a description of how client was obtained

Entity Code

Industry Code

Niche

Describe Nature of Business

Client Contact Name*

First Last

Client Contact Email*

Client Contact Phone Number

Client Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Additional Client Contact Name

First Last

Associations

This client is associated with the following clients and/or staff

Add to Mailing List?

A&A Update

Controller

Holiday

Jewish New Year

Master Tax Guide

None

Service/Engagement*

Project - Accounting

Project - Audit

Project - Compilation

Project - Employee Benefits

Project - FAVS

Project - Review

Project - Tax

Manager for Engagement

Year

Enter last day of fiscal year for the project

Extended?

Yes

Expected Project Budget Hours

Estimated Fee*

Additional Project for Client?

Yes

Service/Engagement*

Project - Accounting

Project - Audit

Project - Compilation

Project - Employee Benefits

Project - FAVS

Project - Review

Project - Tax

Manager for Engagement

Year

Enter last day of fiscal year for the project

Extended?

Yes

Expected Project Budget Hours

Estimated Fee

“Working with SDK has always been a reliable and satisfying experience. Everyone hates doing taxes, but I know when I file them each year with SDK they are doing everything they can to ensure it is filed correctly and will ensure the full amount I am owed on my tax return.”

- Client of SDK

“I appreciate the professionalism of staff as well as the timeliness in which work is completed. Communication has been very good as well! Thank you!”

- Client of SDK

“Our accountant, while new to working our account has been beyond terrific to work with. Her communication has been clear and very punctual – really excited to continue working with her!”

- Client of SDK

“Communication with John Lawson has always been fantastic! We love working with him and appreciate his care and attention to his clients.”

- Client of SDK

“For Teresa McAlpine, it was such a joy to work with you this year! I really appreciated your patience with me when I frequently checked on the progress of my tax return while I was very nervous during the start of the pandemic. I also really appreciate your professional demeanor and communication style. You were a very dependable and reliable person to work with during a very uncertain and challenging time. Thank you!”

- Client of SDK

“The role Nicole Brown plays in assisting our firm is of significant value. We have grown to trust her guidance and appreciate her knowledge and accessibility. Definitely someone we love working with and having on our “team” ”

- Client of SDK

“Outstanding service from Stan Eisenberg, and excellent staff in general!”

- Client of SDK

New Client Bio Form

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