2022 Initial Questions

* Indicates required field

Name *

First

Last

What is the legal name of your business? *

Do you have a DBA? If so, Please provide. Otherwise enter "N/A" *

Preferred Meeting Venue *

Email *

Phone Number *

Names of owner(s)? *

Best way to contact you? *

Mailing Address *

Line 1

Line 2

City

State

Zip Code

Country

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? *

Tell us about your business *

Do you have a deadline you are trying to meet? If so, when? *

What problem(s) are you trying to solve? *

When was the last year you filed taxes? *

What accounting software do you currently use? *

What is your annual gross revenue? *

Do you have a tax accountant? if so, Who? *

How many business bank accounts do you have? *

How many business credit card accounts do you have? *

How many business loans do you have? *

When was the last date your accounts were reconciled? *

Do you report sales tax? *

Looking at your bank statement(s) how many transactions do you have on average? *

Do you have inventory? *

If you accept credit cards, what merchant processor do you use? *

How do you pay your bills? (Bill pay, paper check or other) *

How were you referred to us? *

What service(s) are you interested in? *

Advisory Bookkeeping Payroll Other

Is there anything else we should know? *

Do you have employees? *

If yes, please fill out the questions below.
If no, click Submit

How do you process payroll? *

Approximately how many employees? *

What benefits, if any do you provide to your employees?(PTO, Health Insurance, Retirement) *

When is the next payroll you need help with? *

Submit

We want to know more about you!

If yes, please fill out the questions below.
If no, click Submit

LocationS

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​We want to know more about you!

​If yes, please fill out the questions below.​If no, click Submit

LocationS

Contact Us

We want to know more about you!

If yes, please fill out the questions below.
If no, click Submit