Accounting & Bookkeeping
Tax Preparation & Planning
Please Fill Out Form
We appreciate your time with us. Feel free to ask us any questions.
How long have you been in business?
Less than 1 year
Do you have employees and/or 1099 contractors? If yes, how many of each?
What is the annual revenue of your business?
Less than $100,000
$100,001 - $200,000
$200,001 - 500,000
$500,001 - $1,000,000
$1,000,001 or more
Do you use any industry-specific software? If so, please list it below.
What accounting software do you currently use? (i.e. Quickbooks Online, Quicken, a spreadsheet) Do you love it? Do you hate it?
Are you current on your taxes? If no, what is the last year you filed?
How do you currently process your billing?
How do you currently handle invoicing?
What is your budget for bookkeeping?
What would you consider your biggest headaches when it comes to your business finances?
Is there anything else you would like me to know?
Please Upload Business Licenses
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