Pre-Qualification Questionnaire

Welcome to CRP Specialists Inc.! We’re excited to connect with you. This brief questionnaire will help us determine if we’re the right fit for your needs—or if one of our trusted colleagues might be a better match. Let’s get started.

Are you a nonprofit organization or a business in the skilled trades (construction industry)?

Thank you! Please complete the information below to help us understand your business needs

Contact Information

First Name

Last Name

Company Name

Title/Position

Phone

Business Profile

Website or Social Media Presence:

How did you hear about us?

What accounting software do you use?

Tell us more about your business: What do you do and who do you serve.

What are your accounting challenges for your business?

Why are you seeking a bookkeeper?

Please share anything that may be helpful for our call.

If this is a referral, who can we thank for sending you our way?

Pricing and Service Agreement

Our services begin at a minimum of $500, with our average engagement around $1,500 or more. Pricing is non-negotiable, and we do not provide income tax or auditing services.

Please check this box to acknowledge that you have read and understand the pricing and service terms above.

If you are not interested in being referred to someone else, you may be interested in joining our Bookkeeping is Fun Business Membership.

Unfortunately we at CRP Specialists Inc can not assist you, but we would be delighted to connect you with one of our extremely qualified colleagues who can help you.

Thank you! Please fill out this form so we can refer you to a qualified professional who can better serve your needs.

Business Information

First Name

Last Name

Company Name

Title/Position

Phone

Business Profile

Industry

Company Size

Brief Description of Services or Products

Who is your target client base?

Current Accounting Needs

What accounting software do you use, if any?

Describe your main accounting challenges

What services are you looking for?

General Bookkeeping Payroll Processing Cleanup and Catch-Up Services Others

If Others Please specify

Additional Details

Why are you seeking accounting or bookkeeping services?

Budget range for accounting services

Any preferences for the professional you’re seeking?

Referral Source

How did you hear about CRP Specialists Inc.?

Is there anything else we should know to help us make the best referral?

Pre-Qualification Questionnaire

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Services

Quick Links

Contact Info

Make Appointment

Need Help ? Email us

Location

Pre-Qualification Questionnaire

Stay Informed with our latest insights & updates

Services

Quick Links

Contact Info

Make Appointment

Need Help ? Email us

Location

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