KBS CFO Preliminary Questionnaire

Strengthening your Organization with Financial and Technology Solutions

Preliminary Information Request

Thank you for your interest in KBS CFO.

We look forward to learning more about your organization and have created this questionnaire to assist in that process. The objective of this questionnaire is to ensure that KBS CFO has a solid understanding of your organization so that we can directly address the needs of your organization in the engagement letter we provide.

We know that this is a lengthy survey that delves into the details of your business. Please answer the questions to the extent that you are comfortable, deem applicable and do not require too much of your time.

Today's Date

Name*

First Last

Job Title

Company Name

Address

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

Business Phone*

Cellular Phone

Email*

Website

Referred By:

Industry

Social Media Identities

Facebook

Twitter

Step 1 of 8

Strengthening your Organization with Financial and Technology Solutions

Social Media Identities

Please tell us a little bit about your company and its ownership structure.

Questions about other team members supporting the organization.

Let’s get a little information about the tax aspect of your company. (Don’t worry if you aren’t sure about this part; just answer to the best of your knowledge.)

Please provide your top 2-3 needs/concerns that led you to contact KBS CFO at this time and how you are hoping KBS CFO can be of assistance.

Let’s review your accounting operations.

Below is a list of the typical financial/accounting positions that provide support to a business. Do you know who is performing these positions (if any):

In respect to your financial reporting:

KBS provides technology supervisory/advisory services, with a specific expertise in respect to eCommerce and the tools for setting up virtual organizations. If interested in these sorts of services, please provide information in respect to your company’s technology infrastructure:

What 3 accomplishments or results would you want achieved in order to feel that KBS has provided “top tier” service and support to you?

About KBS CFO

Quick Links

Areas We Serve

Get in Touch

KBS CFO Preliminary Questionnaire

Step 1 of 8

Strengthening your Organization with Financial and Technology Solutions

Social Media Identities

Please tell us a little bit about your company and its ownership structure.

Questions about other team members supporting the organization.

Let’s get a little information about the tax aspect of your company. (Don’t worry if you aren’t sure about this part; just answer to the best of your knowledge.)

Please provide your top 2-­3 needs/concerns that led you to contact KBS CFO at this time and how you are hoping KBS CFO can be of assistance.

Let’s review your accounting operations.

Below is a list of the typical financial/accounting positions that provide support to a business. Do you know who is performing these positions (if any):

In respect to your financial reporting:

KBS provides technology supervisory/advisory services, with a specific expertise in respect to eCommerce and the tools for setting up virtual organizations. If interested in these sorts of services, please provide information in respect to your company’s technology infrastructure:

What 3 accomplishments or results would you want achieved in order to feel that KBS has provided “top tier” service and support to you?

About KBS CFO

Quick Links

Areas We Serve

Get in Touch

Please provide your top 2-3 needs/concerns that led you to contact KBS CFO at this time and how you are hoping KBS CFO can be of assistance.