Client Discovery

Email *

Phone Number *

Names of owner(s)? *

Best way to contact you? *

Mailing Address *

Line 1

Line 2

City

State

Zip Code

Country

Business Basics

What is the legal name of your business? *

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

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? *

What is your NAICS Code? *

Tell us about your business, what services/products do you provide? *

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

Financial Overview

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

What is your annual gross revenue? *

When was the last year you filed taxes? *

How do you envision your potential income for the upcoming year and beyond? Please share your expectations and goals regarding your financial growth? *

CFO/Controller/Business Consulting

Are you looking for a high level fractional controller/cfo service or more of an a la carte business consulting session? *

Do you have inventory? If yes, how are you tracking? *

What challenges are you currently encountering in terms of growth, business operations, financial reporting, financial controls, and overall operations? *

Could you please provide details on how you currently handle job costing or project costing within your organization? For example, do you track costs by project/job? If so, how do you allocate direct and indirect costs? *

What is your month end reporting process? *

Bookkeeping

What accounting software do you currently use for bookkeeping? *

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/month do you have on average? *

Do you have inventory? *

Do you want Accounts Payable Services? If yes, how many bills/month approximately do you currently have? *

Do you want Accounts Receivable Services? If yes, how many invoices/month approximately do you currently have *

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

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

Do you use project/class/location tracking? If yes, please specify which & how many. *

Payroll

Do you have employees? *

What accounting software do you currently use to process payroll? *

How many employees do you have? *

Do you have a deadline for the next payroll you'd like help with? *

What are your pay period dates? *

What states do you run payroll for? *

Do we need to apply for payroll tax accounts? *

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

unveil your potential

General Information

Business Basics

Financial Overview

CFO/Controller/Business Consulting

Bookkeeping

Payroll

If you are having a hard time submitting this form or do not hear from us, please email [email protected] pride ourselves in 24 hour response times.

We don't want to miss you!

Location

Contact Us

unveil your potential

General Information

Business Basics

Financial Overview

CFO/Controller/Business Consulting

Bookkeeping

Payroll

If you are having a hard time submitting this form or do not hear from us, please email [email protected] pride ourselves in 24 hour response times.We don't want to miss you!

Location

Contact Us

If you are having a hard time submitting this form or do not hear from us, please email [email protected] pride ourselves in 24 hour response times.

We don't want to miss you!