Please fill out the form below to get started 1 2 3 4 About You & Your Business Name Email Phone number Business Name Address City State ALAKAZARCACOCTDEFLGAHIIDILINIAKSKYLAMEMDMAMIMNMSMOMTNENVNHNJNMNYNCNDOHOKORPARISCSDTNTXUTVTVAWAWVWIWY Zip Code What does your business do? What’s your biggest challenge right now with your bookkeeping, financial tracking, or systems? How did you hear about us? Referred by a CPA or friendFound you online (search, website, etc.)Social media (Instagram, YouTube, etc.)Direct outreach from your teamOther Previous Next How You’re Set Up What is your business entity ? Sole ProprietorLLC (Single Member)LLC (Multi-Member)S CorporationC CorporationPartnership (Not LLC)Nonprofit (501c3) What industry best describes your business? Accounting / BookkeepingConstruction / ContractingE-commerceEducation / CoachingEvent Planning / ServicesHealth & WellnessHealthcare / MedicalHome Services (Plumbing, HVAC, etc.)Legal ServicesMarketing / AdvertisingMedia / Content CreationNonprofit / CharityProfessional Services (Consulting, Real Estate, etc.)Retail (Brick & Mortar)Restaurants / Food ServiceTechnology / SaaSTransportation / LogisticsOther Do you have any business partners, co-owners, or investors? YesNo Annual Revenue Under $100,000$100,000 – $200,000$200,000 – $300,000$300,000 – $500,000$500,000 – $1,000,000$1,000,000 – $2,500,000$2,500,000 – $5,000,000Over $5,000,000 How many business bank accounts do you currently have? (Include checking, savings, or other business accounts) 12345+ How many business credit cards do you currently use? (Include all cards in active use, even if you’re the only authorized user) 012345+ Approximately how many business transactions (deposits, expenses, transfers) occur per month across all accounts? 0–2526–5051–100101–200201–300301–500500+ Do you currently have any business loans or financing? YesNo How many active loans or financing agreements do you currently have? Previous Next Current Tools & Systems What accounting software do you use? QuickBooks OnlineQuickBooks DesktopXeroFreshbooksNoneOther How do you organize receipts and financial documents? What platform do you use to send invoices or collect payments from customers? (Check all that apply) QuickBooks Online Square Stripe Shopify PayPal FreshBooks Wave Manual Invoicing (e.g., Word/PDF invoices) None — I don’t currently invoice or collect payments this way Other How do you currently pay your business bills? Bill.comMelioQuickBooks Bill PayManual (e.g., logging into each vendor or writing checks)Other Do you use any non-traditional platforms for business finances (e.g., Cash App, Zelle, Venmo) ? Yes No If yes, list them: Do you collect and file sales tax? Yes No How often do you file ? MonthlyQuarterlyYearly What payroll system do you currently use (if any)? GustoADPPaychexQuickBooks PayrollPatriotSurePayrollNone — I don't currently use a payroll systemOther Do you currently work with a CPA, accountant, or tax professional? YesNo Previous Next Catch Us Up on the Books Are your books currently behind, uncategorized, or unreconciled? YesNo Roughly, how many months are you behind? 1–5 months6–11 months12–23 months2 years or more Are your business tax returns currently up to date? YesNoNot Sure (This helps us understand how current your books are — we do not offer tax filing, but can refer you if needed.) When was the last business tax year you filed? Last year (most recent tax year)2 years agoMore than 2 years agoI’m not sure How many employees (excluding owners) does your business currently have ? 01–23–56–1011–2021–5051+ Do you pay any independent contractors or seasonal workers or seasonal workers? YesNoNot sure Roughly how many contractors or seasonal workers do you pay per month? 0–23–56–1011–2021–5051+ Are you interested in having business advisory services such as profit forecasting and budget analysis? YesNoMaybe in the future Is there anything else you’d like us to know about your business, goals, or needs before our call? (Optional) Previous Submit Thank you for filling out this form! I look forward to our meeting! An error occured.
