Please fill out the form below to get started 1 2 3 Name Company Name Email Phone number Address City Zip Code What can you tell me about your business? What is your business entity? Sole ProprietorLLCPartnershipS-CorpC-Corp Annual Revenue Under $100,000$100,000 - $500,000$500,000-$1,000,000Over $1,000,000 Previous Next How many accounts do you have? (Checking, Savings, & Credit Card accounts) 123 or more Do You Use Cash App or PayPal or Any other Unique System for Banking? Yes No What all do you use What is your estimated transactions per month? (This includes income and expenses combined) 1 - 2525 - 5050 - 100 Do you have any business loans? YesNo Previous Next What accounting software do you use? QuickBooks OnlineQuickBooks DesktopXeroFreshbooksNoneOther How do you organize receipts and financial documents? Are your tax returns up to date? YesNo When is the last time you filed? Last Year2 years agoLonger than 2 years Do you require books cleanup? (Meaning, are you behind on having your accounts categorized and reconciled) YesNo How many months behind are you? 1-6 months6-12 months12-24 months24 or more months Do you report sales tax? Yes No How often do you file? MonthlyQuarterlyYearly How many employees do you have? 01 - 34 - 5More than 5 Do you require payroll services? YesNoI outsource my payrollI will need them in the future Are you interested in having business advisory services such as profit forecasting and budget analysis? YesNoMaybe in the future Previous Submit Thank you for filling out this form! I look forward to our meeting! An error occured.
