Tell us about your business.

Business Form

Information Request
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.
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*

Sole Proprietor (Schedule C)S CorporationC CorporationPartnershipUnsure
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):*
Current Accounting System

Tell us about the system or platform you currently use for your business accounting.
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?*

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

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

YesNoUnsure
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:*

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

Do you manage or track inventory:*

YesNoUnsure
Do you have employees and/or contractors?*

YesNo
How many employees do you have? *
How many contractors do you have? *
Do you track or want to track income and expenses by a specific segment, location, division, or customer?
How do you want to track your books?

Cash Basis OnlyAccrual Basis OnlyOther/HybridNot sure
Is your company subject to sales and use tax?*

YesNoUnsure
Will anyone from your organization be logging into your accounting system to perform any of the following activities (check all activities that apply):

Creating Estimates and/or Sales OrdersCreating InvoicesCreating Purchase OrdersReceiving InventoryMaking Inventory AdjustmentsCreating Bills or Paying BillsPayroll ActivitiesOther (describe in Notes section)
What services are you interested in discussing?

BookkeepingTax Return PreparationTax Planning and Entity StructureBudgetingForecasting and Scenario analysisAccounts Payable Services (Bill Pay)Accounts Receivable Services (Invoicing)Payroll Setup
Other Notes (Please use this section to provide details about your goals in working with a CPA):*
How did you hear about us?*
Please verify that you are human*
Should be Empty: