Outsourcing Intake Form

HARMONIXHR IS IN PARTNERSHIP WITH:

Please take a few minutes to answer this questionnaire.

This form helps us understand your firm, your operational needs, and (if applicable) your hiring requirements so we can recommend the best solution for you.

All information shared is treated as strictly confidential.

Firm Info

Tell us a bit about your firm and who we should contact regarding this request.

About Your Firm

Help us understand the nature of your practice and the clients you serve.

What type of CPA firm are you?

Select all that apply

What industries do your clients primarily belong to?

Select all that apply

What are your firm’s top 3 priorities for the next 12 months?

Outsourcing Goals

Understanding your motivation helps us tailor the right support model.

What are the main reasons you are exploring outsource support?

Select all that apply

What challenges are you currently experiencing?


Select all that apply

Scope of Work & Roles Needed

Which areas are you looking to outsource?

Tax Support
Accounting & Bookkeeping Tasks

Audit Support
Operational / Admin Support
Payroll Support


Preferred Working Arrangement

Software & Tools

Let us know the systems your firm currently uses.

What accounting or tax software does your firm use?

Select all that apply

What file-sharing & communication tools do you use?

Select all that apply

Do you require the outsourced team to work inside your remote desktop environment?

Workload & Expectations

Estimated monthly volume (if applicable)

What accounting or tax software does your firm use?

What turnaround times do you expect?


Peak season staffing needs (select all):


Data Security & Compliance

Do you have any specific compliance requirements?


Select all that apply

What security measures do you require for remote staff?


Select all that apply

Communication & Reporting

Let us know the systems your firm currently uses.

Preferred communication methods:


Select all that apply

How often would you like check-ins or reporting?

Select all that apply

Who will be the point of contact on your team?

Onboarding & Training

 

Will you provide SOPs, workflows, or will you need Transpeed to develop them?


Select all that apply

Will you provide SOPs, workflows, or will you need Transpeed to develop them?


Select all that apply

Timeline & Budget

 

When do you need support to begin?


Monthly budget range for outsourcing support:


Additional Notes

Almost Done!

Please click "Submit" and our team will review  your information to better understand your firm’s needs and identify the most suitable support solution for you.

After submitting your questionnaire, you will receive a confirmation email.

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