Accounting & Tax Client Onboarding Questionnaire list NameEmail AddressPhone1. Basic InformationWhat type of client are you?Sole Proprietor (Eenmanszaak)Partnership (VOF – Vennootschap onder Firma / Maatschap)Private Limited Company (BV – Besloten Vennootschap)Private Limited Holding Company (BV – Besloten Vennootschap)Public Limited Company (NV – Naamloze Vennootschap)Foundation / Association (Stichting / Vereniging)OtherDo you have a KVK (Chamber of Commerce) registration number?No (in process)YesWhat is your primary industry?Professional Services (consultancy, legal, marketing, etc.)Retail / E-commerceReal Estate / ConstructionManufacturing / ProductionHealthcare / MedicalTechnology / ITOther2. Contact & CommunicationPreferred language of communication:DutchEnglishRussianPreferred method of communicationEmailPhone CallVideo MeetingIn-person3. Accounting & BookkeepingDo you currently use bookkeeping software?Yes, cloud-based (e.g., Exact Online, Moneybird, Twinfield, e-Boekhouden)Yes, desktop-basedNo formal system (manual/spreadsheets)OtherHow often do you require bookkeeping updates?MonthlyQuarterly (aligned with BTW filings)Annually / Year-end onlyWhat accounting services are you looking for? (Select all that apply)General BookkeepingPayroll Administration (Salarisadministratie)Financial Statements (Jaarrekening)Accounts Payable / Accounts ReceivableBudgeting & ForecastingOther4. Tax ServicesWhat type of tax filings do you require?Income Tax (Inkomstenbelasting – IB)Corporate Income Tax (Vennootschapsbelasting – VPB)Value Added Tax (BTW aangifte)Wage Tax & Social Security (Loonheffingen)Dividend Tax (Dividendbelasting)OtherHow often do you file VAT (BTW)?MonthlyQuarterlyAnnuallyNot applicableDo you have any overdue filings with the Belastingdienst?Yes, 1 year behindYes, multiple years behindNo, all up to dateNot sure5. Business GoalsWhat are your main priorities for working with us? (Select all that apply)Save time & reduce admin workEnsure compliance with Belastingdienst requirementsTax planning & optimization (fiscale voordelen, deductions, etc.)Better financial reporting & insightsGrowth & scaling supportOtherWhat level of financial guidance do you want?Compliance only (bookkeeping, filings)Advisory support (tax strategies, subsidies, structuring)Full-service CFO-level support6. Additional InformationDo you currently work with another accountant or administratie-/belastingkantoor?Yes (transitioning)No (first time)How did you hear about us?ReferralOnline SearchSocial MediaNetworking EventOtherWhat is the average number of accounting documents (invoices, receipts, etc.) to be processed per quarter?Less than 5050 – 200More than 200What is your expected annual turnover (omzet)?Less than €100,000€100,000 – €1,000,000More than €1,000,000Request QuotePlease do not fill in this field.
