New Client Questionnaire
what makes a business an ideal partner for PBS Accounting & Tax?
- They are willing to adapt or change their current processes
- They are comfortable with a remote partnership
- They communicate predominantly via email, text messaging or other digital platforms
- They are using QuickBooks online or are open to using QuickBooks online
- Their annual business revenue is between $500,000 and $5,000,000
- They are in the process of scaling their business
- They are looking to partner with an accounting professional to help them manage and operate their business
- They are a service-based (not a product-based) business
- They are teachable and willing to follow/learn new systems
- They are willing and able to participate in virtual meetings
- They can provide requested documentation in a timely manner
- They are able to submit documents digitally
- They understand time-sensitivity and the importance of scheduling appointments to review all business matters
Are Our Services Right For You?
CUSTOM JAVASCRIPT / HTML
Schedule a Free Consultation With Us Today!
INTERESTED IN OUR PACKAGES OR SERVICES? WE OFFER A COMPLETELY FREE 30-MINUTE CONSULTATION TO HELP YOU GET STARTED!
MENU:
FOLLOW US ON SOCIAL MEDIA
CONTACT US:
Call, Text or Fax: (866) 472-7669, (406) 962-5177
If you would like to receive text message communication, text START, YES, to this phone number 406-962-5177 and you will be opted in to text messages. Message frequency varies and may include appointment reminders or service offers. Message and data rates may apply. You may opt out at any time by replying STOP at any time to end or unsubscribe. For assistance, reply HELP or contact support at 406-962-5177. You will not receive any marketing text messages. See our privacy policy link below for details on how we handle your information.
BUSINESS HOURS:
Mon-Fri 8:30am to 4:00pm PST
Copyright 2025 PBS Accounting & Tax | Privacy Policy