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About
Our Team
Blog
Services
Careers
Contact
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Name
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First
Last
What is the legal name of your business?
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Do you have a DBA? If so, Please provide. Otherwise enter "N/A"
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Email
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Phone Number
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Names of owner(s)?
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Best way to contact you?
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Mailing Address
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City
State
Zip Code
Country
Address
What type of business do you have? Is it a Partnership, Sole Proprietorship, LLC, Single Member LLC, Multi Member LLC, S Corp, C Corp, or LLC taxed as S-Corp?
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Tell us about your business
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Do you have a deadline you are trying to meet? If so, when?
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What problem(s) are you trying to solve?
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When was the last year you filed taxes?
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What accounting software do you currently use?
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What is your annual gross revenue?
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How do you envision your potential income for the upcoming year and beyond? Please share your expectations and goals regarding your financial growth?
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Do you have a tax accountant? if so, Who?
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How many business bank accounts do you have?
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How many business credit card accounts do you have?
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How many business loans do you have?
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When was the last date your accounts were reconciled?
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Do you report sales tax?
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Looking at your bank statement(s) how many transactions do you have on average?
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Do you have inventory?
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If you accept credit cards, what merchant processor do you use?
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How do you pay your bills? (Bill pay, paper check or other)
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How were you referred to us?
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What service(s) are you interested in?
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Advisory
Bookkeeping
Payroll
Other
Is there anything else we should know?
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Do you have employees?
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Yes
No
If yes, please fill out the questions below.
If no, click Submit
How do you process payroll?
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Approximately how many employees?
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What benefits, if any do you provide to your employees?(PTO, Health Insurance, Retirement)
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When is the next payroll you need help with?
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What is your payroll frequency?
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Bi-Weekly
Semi-Monthly
Monthly
Annually
Other
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