New Client Quote Form
Please fill this out in as much detail as possible to receive a quote!
Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Please choose how you want to receive your quote
Phone
Email
Text
Company Information
Company Name
Company Website
Company Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please briefly explain what your company does
Starting date of your company
-
Month
-
Day
Year
Date
Your job title
Number of employees including you
Type of your company
LLC, S-Corp, C-Corp, Sole-Proprietor
How does your company file federal taxes?
On a cash basis
Accrual
Don't know
What bank is your main business account with?
How much revenue (sales) do you do per year?
Please Select
Under $100,000
Between $100,000-$250,000
Between $250,001-$500,000
Between $500,001 and $999,999
$1,000,000 and up
I don't know
Accounting Information and Needs
Accounting software you use
If QuickBooks, please indicate Desktop or Online
Payroll software or company
Number of check/debit transactions (money going out) you have each month, approximately
Which of the following do you enter into your accounting system?
Bills to be paid
Payments
Physical checks you write
Customer receivables
Electronic payments you send
Electronic payments you receive
Other
Do you pay 1099 vendors?
Yes
No
Approximately, how many invoices/orders/contracts do you generate each month (money coming in)?
Which of the following apply to your company?
Accepting credit cards
Collecting sales tax
Tracking inventory in Quickbooks or other software
Selling online using Shopify or similar
Tracking unpaid bills using bill.com or similar
Other
Number of bank accounts you have
Number of credit cards you have
Do you have any experience working with a bookkeeping service before?
Yes
No
Please select the services you want us to provide
Customer Billing
Financial Statements
Year End Tax Package
Business Start-Up Assistance
Monthly Account Reconciliation
Budgeting/Forecasting
Transaction Entry
Payroll
Business Consulting
Contract Management
Cash Flow Reporting
Bill Pay
Revenue Recognition
Prior Period Clean-Up
Real-time Dashboards
Monthly CFO Report
Other
Please give details about to service(s) you want from us (or list frustrations with current service)
Additional information we should know
Please verify that you are human
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