Welcome!
Thank you for your interest in Step By Step Accounting. This form will help us get to know you and your business, and see if we are a good fit for each other! We want to deeply understand your business in order to provide the highest quality service to you. We appreciate you taking the time to fill out this quick information form!
Name
*
First Name
Last Name
Email
*
example@example.com
Birth Date
*
-
Month
-
Day
Year
Date
Business or Organization
*
Title
*
Business Physical Address
*
Business Mailing Address
Leave blank if same as physical address.
Business Phone Number
-
Area Code
Phone Number
Cell Phone Number
*
-
Area Code
Phone Number
Are you the main decision maker for the business?
*
Yes
No
If no, who else is involved in the decision making?
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Business Industry
Describe your business:
*
What year was the business started?
*
What kind of entity do you have?
*
Sole Proprieter
Partnership
LLC
S Corporation or LLC elected to be taxed as an S Corp"
C Corporation
Non Profit
If you selected non-profit, what kind of non-profit are you?
(For example, 501 c 3 or 501 c 6, etc.)
What is your current annual revenue?
*
Pre-revenue
$1-200,000
$200,000- $600,000
$600,000-$2,000,000
$2,000,000+
What are your future goals for the company?
*
Are you looking to grow? What is your target revenue? When would you like to reach that point? How many employees would you like to have?
What is your current accounting system?
*
QuickBooks Online
QuickBooks Desktop
Sage
Peachtree
Excel or Google Sheets
None
Other
Are you happy with your current accounting system? Why or why not?
*
For what year were your business taxes last filed?
*
Who filed your last business tax returns?
*
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Employees
Do you have employees?
*
Yes
No
If no, please skip the employee section.
How many Full Time employees do you have?
How many Part Time employees do you have?
How often do you run payroll?
Weekly
Bi-Weekly
Bi-Monthly
Monthly
Other
How are your employees paid? Select all that apply.
Salary
Hourly Wage
Commissions
Tips
Bonuses
What benefits do you offer? Select all that apply.
Paid Time Off
Health, Dental or Vision Insurance
Short-Term or Long-Term Disability Leave
Retirement Savings Match
Cell Phone or other reimbursements
Maternity/Paternity Leave
Mileage
How do you currently process payroll?
QuickBooks Online
QuickBooks Desktop
ADP
Gusto
External Payroll Processor
External Professional Employer Organization (PEO)
Other
Who is in charge of processing payroll, adding new employees to payroll, changing salary/wage rates, etc.?
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Our Services
At Step By Step Accounting, we provide quality, real-time accounting layered with advisory and educational services. Our goal is to teach you about your business' finances and set you on the path to achieving your goals. Take a look at some of the services we offer by clicking through the slides below.
Please select which services you are interested in or would like more information about.
*
Monthly Bookkeeping
Accounts Receivable
Accounts Payable
Payroll Processing
People Advisory
Clean Up/Catch Up Project
QuickBooks Online Set Up
QuickBooks Online Training
Revenue and Expense Projections and Monitoring
Cash Flow Forcasting
1099 returns
State Sales and Use Tax Returns
Internal Controls and Procedures
Other
How urgent is your timeline? Do you have any specific "need by" dates?
How did you first hear about us?
*
QuickBooks ProAdvisor Directory
Gusto Advisor Directory
Facebook
LinkedIn
Google Search
Personal Referral
Other
If you selected Personal Referral, who can we thank?
What prompted you to reach out to us now?
*
Would you like to receive monthly tips and educational blogs?
*
Yes, please!
No, thank you.
Submit
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