McNew & Associates Client Assessment This questionnaire is for us to assess your current processes and procedures. Please answer with as much detail as possible so that we may best serve your needs. McNew & Associates Client Assessment McNew & Associates Client Assessment Name * Email Address * Company * Address * Phone Number * What type of company are you? * Partnership LLC Individual S-Corp C-Corp How many employees do you have? * 1-5 6-12 12-25 25-50 50-100 100+ What do you use for your accounting system? * What do you use for your timekeeping? * Does your timekeeping system import into your accounting system? * Yes No What is your payroll service provider? * What is your payroll cycle? * Monthly Semi-Monthly Bi-Weekly Quarterly Annual What are your payroll deadlines? * Are your employees salaried or hourly? Salaried Hourly Both Other Do you run more than one type of payroll? * Yes No Other What benefits do you offer? * PTO Holiday 401k Health Other How is your PTO accrued? * At what rate is the PTO accrued? * Does PTO rollover? * Yes No Other Does PTO have a cap? * Yes No Other Is there a waiting time for PTO? * Yes No Other Is holiday and sick time separate from PTO? Or is it all rolled up into one? * Yes No Other Does your company offer a 401k or IRA match? * Yes No Other What is your expense reporting process? * What is your Travel expense reporting process? * What is your process for recurring monthly bills? * How often do you print checks? * How do you document receipts? * How is AR processed? * How often is AR processed? * What types of contracts do you have? * Time and Material (T&M) Firm Fixed Price (FFP) Cost Plus Fixed Fee (CPFF) Other How many contracts do you have? * Do you process any vouchers in WAWF? * Do you have any subcontractors? * Please list all the types of and how many bank accounts you have. * Please list all the types of and how many credit card accounts you have. * Please list all the types of and how many lines of credit you have. * Δ Share this:Facebook
