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Home
About
Our Team
Affiliations
Services
Blog
Careers
Contact
FAQ's
Preliminary Client Questionaire
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Indicates required field
Your Name
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First
Last
Email
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Phone Number
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What's the best way to reach you? (Phone/Email)
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What is your role in the business?
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Legal Business Name
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If you have a DBA, enter it below.
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Name(s) of additional owners
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Business Mailing Address
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Line 1
Line 2
City
State
Zip Code
Country
Business Physical Address
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Line 1
Line 2
City
State
Zip Code
Country
How is your business taxed?
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Sole Proprietorship
Single Member LLC
Multi-Member LLC
LLC Taxed as an S-Corp
Partnership
S Corp
C Corp
Other
Tell us about your business and what you do!
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How long has your business been open?
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How did you hear about us, here at Elevated?
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Are you cash or accrual?
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Cash
Accrual
Don't know?
What services are you interested in?
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Advisory
Bookkeeping
Payroll
Other
If you're interested in payroll, how many employees do you pay and how often do you pay them?
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What is your annual gross revenue?
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Do you have a tax accountant? Who?
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(We don't offer tax accounting, so we like to know who we're working alongside to help you out!)
What accounting software do you use?
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How many full time employees do you have?
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How many business bank accounts do you have, and when were they last reconciled in your accounting system?
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How many business credit cards do you have, and when were they last reconciled in your accounting system?
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Including all sources (checking, savings, credit cards, revenue), how many transactions do you estimate you have per month that need to be reconciled?
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Anything else you think we should know about your current status and how we can help meet your needs and solve your problems?
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