Client set-up or change-ENTITY (draft) 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the date at the top of the form. This helps establish a timeline for your records.
3. Fill in the Prospect Information section. Include details such as Prospect Name, Phone, Business Name, Address, Email Address, and Decision Maker(s) Name. Ensure accuracy for effective communication.
4. Specify the Type of Business and Entity Type. This information is crucial for understanding your business structure.
5. Provide details about your Current CPA and how you were referred to them. This context can help tailor services to your needs.
6. In the Discovery Questions section, articulate why you are seeking a new CPA and outline any major issues you need assistance with.
7. Complete the Company Policies and Current Accounting System sections by answering questions regarding your existing practices and systems.
8. Finally, fill in the Scheduled Meeting Details with date, time, and who you will meet with to ensure all parties are prepared.

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