Name
*
First Name
Last Name
Email
*
Phone
(###)
###
####
What services are you interested in?
*
Choose any that apply
How did you hear about us?
Option 1
Option 2
What is the legal structure of your business?
Sole Proprietorship
Partnership
LLC
S-Corp
C-Corp
I don't know
What is the nature of your business?
Do you currently have a bookkeeper in place?
Do you currently have an accountant in place?
Do you use any accounting or bookkeeping software?
(QuickBooks, Xero, FreshBooks, Wave, Sage, etc.)
How do your clients pay you?
What is your annual revenue for last tax year?
Do you own or lease equipment, real estate, or other assets that need to be tracked?
If yes, please summarize all assets.
Do you have any loans or outstanding debt against your business?
Who is your current payroll provider or software?
How many contractors do you work with, if any?
Do you have any other business partners or stakeholders?
Describe all the revenue streams of your business
Are you currently tracking your inventory of cost of goods sold?
Are your financials up to date with the IRS and any other relevant tax authorities?
Do you have any outstanding tax liabilities or penalties that need to be addressed?
Do you need assistance with forecasting or budgeting?
Are you behind on any tax filings? (Income tax, sales tax, payroll tax, etc.) If so, please explain.
Do you categorize expenses and income in a specific way (e.g., by department, by project, by cost type)?
What challenges or pain points have you encountered with your current bookkeeping processes?
