Tell us about your business.

Company Name

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Website

Principal /Owner Contact Information:

First NameLast Name

Email

example@example.com

Phone Number

Please enter a valid phone number.Format: (000) 000-0000.

Month and Year business began operations:

MM/YYYY

Company's prior year Gross Revenues/Sales (or year-to-date, if a new company):

Business Entity Type

What was the last year you filed a business tax return?

Does your company sell products, services, or both? *

Describe your company's business (day-to-day operations):

Accounting System Used

If QuickBooks Online Version (e.g., Advanced, Enterprise, etc.):
If Other, which system: Type a label

Last completed financial statements date: Date

Revenues/Sales for the prior year (or current year if a new business)

Do you have a cash flow forecasting process?

Do the assets and liabilities on your balance sheet match your last tax return (e.g. Form 1120, Schedule L)?

Do you have separate bank accounts and/or credit cards for business transactions?

If so, how many bank accounts:

How many credit card accounts:

Do you currently use your PERSONAL bank account or PERSONAL credit card for business purposes:

If so, how many PERSONAL accounts are used for business:

Business Form