QUOTE FOR BOOKKEEPING SERVICES
This form is SSL Encrypted for your information safety. Please fill out the 4 sections below.
Personal
Your Name
*
First Name
Last Name
Email
*
Confirmation Email
example@example.com
Phone Number
*
Please enter a valid phone number.
Business
Your Business Name
*
Website
Address
*
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Which systems do you currently use for your business finances?
*
QuickBooks Desktop
QuickBooks Online
Spreadsheet
Other
What is your legal structure
Sole Proprietor
Non Profit
LLC
S Corp
I don't know
How many locations does your business have?
What is your Federal Employee ID #
*
Enter 0 if you don't have one yet
How many employees does your business have?
Banking
How many business checking accounts do you have?
How many credit card accounts do you have?
Where do you hold business banking accounts? Check all that apply
*
Chase Bank
Consumers Credit Union
Merc Bank
PNC Bank
Arvest Bank
Arbor Financial Credit Union
Kalsee Credit Union
First Source Bank
First National Bank
Lake Michigan Credit Union
GW Jones Bank
Other
Check all that you currently use for business
Paypal
Stripe
Point of Sale System
Other
Which credit cards do you use for business? Check all that apply
*
NONE
Chase Credit Card
American Express
Capital One
Other
Interests
Any major financial pressures?
*
Yes
No
Slightly
Which best describes what you are looking for? Check all that apply
Someone to keep my business financials organized
Help making business decisions
Financial Literacy - need help understanding reports
Just someone to do the hardwork of keeping books tidy
Clean up my mess
Save me money because I can't afford to pay an employee to do this
Payroll Taxes
Sales Taxes
Other
Please list anything else we ought to know.
Submit
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