Business/Organization Profile Questionnaire
What is the Legal Business Name of your organization?
*
Briefly describe the market/industry of your organization.
*
Primary Contact
*
First Name
Last Name
Phone Number of Primary Contact
*
Please enter a valid phone number.
Format: (000) 000-0000.
Please provide the website of the organization, if applicable.
Email
*
example@example.com
Address of business/organization
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
What is the legal entity type of your business/organization?
*
Please Select
Sole Proprietorship
Partnership
Corporation
S Corporation
Limited Liability Company (LLC)
What is your business/organization type?
*
For-Profit
Non-Profit
If your business is a Non-Profit, does your organization have its 501(c)(3) certificate?
*
No
Yes
Not Applicable
What business tax forms have been completed for the most recent tax year? If none, please indicate "None".
Does your business/organization need tax services?
*
Yes
No
What is your business/organization EIN #?
How many employees does your business/organization currently employ?
*
0
1 to 5
6 to 30
31 to 100
More than 100
How many Independent Contractors does your business/organization currently hire on an annual basis?
*
0
1 to 5
6 to 30
What is your business accounting year-end?
*
-
Month
-
Day
Year
Date
What is the annual gross revenue of your business?
*
What accounting software does your business use?
*
Please describe how your business/organization invoices its customers, if applicable.
*
Please describe the most typical way your business pays for expenses (e.g. vendor invoice, business credit car, electronic payments, cash, check, etc)?
*
Please provide an explanation of any business loans currently outstanding, if applicable.
*
Does your business/organization use a petty cash account for expenses?
*
Please Select
Yes
No
No, but I might consider it in the future.
Does your business/organization regularly issue purchase orders to order materials/parts from vendors?
*
Please Select
Yes
No
Does your business/organization regularly bill its customers for reimbursable expenses?
*
Please Select
Yes
No
Do you regulary track vehicle mileage for your business?
*
No
Yes
If your business tracks any inventory for the sale of its products, which method is used?
*
FIFO
LIFO
My business does not need to track inventory.
Other
In addition to standard monthly financial statement reporting, would recurring Budget/Forecast Reporting analysis provided by Easy Street Accounting Solutions, LLC impact your future business-decision making?
*
Please Select
Yes
No
Would multiple product/service line analysis provide value to you your future business decision-making?
*
Please Select
Yes
No
Please describe the financial/accounting pain points of your business.
*
Submit
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