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1
Referred By
How did you find us?
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2
Company Name
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3
Company Address
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4
Type of Entity (Partnership, S Corp, C Corp, LLC, Sole Prop)
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5
Contact Name
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6
Contact Phone Number
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7
E mail address
example@example.com
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8
How many owners?
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9
Are your books currently updated
Yes
No
Yes
No
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10
How many bank accounts and/or credit cards does your business have?
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11
How many transactions do you typically have in each account during a normal month?
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12
Do you have employees?
How many? Who prepares your payroll?
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13
Are you looking for monthly or quarterly financials?
Monthly
Quarterly
Monthly
Quarterly
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14
How do you create invoices?
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15
How do you pay bills?
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16
Do you have any inventory?
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17
Do you report any sales tax? Who prepares your sales tax reports?
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