Name
*
First Name
Last Name
Email
*
Phone
(###)
###
####
Please describe the type of work that your organization participates in:
Include industry, types of clients/customers, and some specific services you provide or products you sell.
Company Legal Entity Type
Sole Proprietor (No Business Entity)
Partnership
Limited Liability Company (LLC)
Limited Liability Company (LLP)
S-Corporation (S-Corp)
C-Corporation (C-Corp)
How long have you been in business?
Less than 1 year
1 - 3 years
Longer than 3 years
In the next year, are you looking to:
Downsize the business
Stay at the current activity level
Expand the business
Are you currently using accounting software?
If so, please include the name of your accounting system below:
How do you manage your payroll?
Do you process it in-house? Do you use a service / subcontractor / software? What is your payroll schedule?
What is your current sales volume?
Stated differently, how much are you bringing in for revenue on an average month?
How many bank accounts do you operate with?
1
2
3+
How many credit cards do you operate with?
1
2
3+
Is the business carrying debt outside of credit cards? If so, can you describe the nature of the debt?
What does success mean to you in the realm of business?
Please share up to your comfort level! We are just trying to get to know you and paint a better picture of your business.
What are you most proud of in your business so far?
What challenges are you currently facing?
If you're looking for bookkeeping support, you need help with something. Is it data entry, billing customers, recording payments, reconciliations? Please list those needs below:
