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Discovery Questionnaire for New Clients

Thank you for your continued interest in our services!

AIS Solutions provides full cycle cloud accounting and bookkeeping, small business advisory services, project based catch-up and clean-up. We also provide QuickBooks Training and Software Conversions to QuickBooks Online ONLY. 

We want to make sure that you get the best fit for your needs, even if that is not with us. To that end, we have created this questionnaire so we can get a clear idea of where you are starting and where you would like to go.

We focus on deep, long-term relationships with our clients, partnering with you on your journey to fulfillment, success, and profit.

If you have not done so already, please visit our New Client Roadmap.  That page walks you through the steps and timeline for developing a relationship with our team.

We look forward to learning more about you and your business! Once you have filled out the questionnaire, one of our team will be in touch within 2 business days.

Thank you very much for taking time to complete this form. We will be in touch with you very shortly.

You can return to Getting Started With Us here.