New Customer Form
To help us tailor the best assistance for you, kindly answer the following questions. It's important to note that we provide package deals for your convenience.
Customer Details:
Full Name
*
First Name
Last Name
Business Name
*
Legal Name
DBA (insert NA if not applicable)
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
E-mail
*
example@example.com
Business Entity:
*
Individual/ Sole Prop/ LLC (Sole Member)
LLC/ Partnership (Multiple Members)
S Corp
C Corp
Non Profit
Other
Are you an Accounting Firm?
*
Yes
No
What service are you Looking for today?
*
Administrative
Marketing
Accounting/Bookkeeping
Payroll
Other
ADMINISTRATIVE ASSISTANCE
*ONLY ANSWER IF YOU'RE INTERESTED IN THIS SERVICE*
Which scheduling system are you currently utilizing?
What phone system are you currently using?
What email system are you currently using?
What type of administrative assistance are you currently seeking? Please provide detailed information regarding your inquiry.
MARKETING ASSISTANCE
*ONLY ANSWER IF YOU'RE INTERESTED IN THIS SERVICE*
Do you need help setting up a new Webpage?
Please Select
YES
NO
Who manages your domain account?
What specific marketing assistance are you seeking today? Please provide clear details about your requirements.
ACCOUNTING/BOOKKEEPING ASSISTANCE
*ONLY ANSWER IF YOU'RE INTERESTED IN THIS SERVICE*
Current Accounting Software
Quickbooks Desktop
Quickbooks Online
Quicken
Bench Accounting
Other
NONE
Do you use a bookkeeper, or do you manage your own bookkeeping?
Please Select
Bookkeeper
Independent
Are you open to transitioning to QuickBooks Online?
Please Select
YES
NO
MAYBE
What specific accounting assistance do you require today? Please provide detailed information about your inquiry.
PAYROLL ASSISTANCE
*ONLY ANSWER IF YOU'RE INTERESTED IN THIS SERVICE*
Current Payroll System
Quickbooks Online Payroll
Quickbooks Desktop Payroll
Gusto
Square Payroll
PEO
Other
NONE
Total Employees
Total Independent Contractor/Sub Contractor
What specific payroll assistance do you require today? Please provide detailed information about your inquiry.
How did you hear about us?
*
Please Select
Friend
Internet
Other
Preferred Communication
*
Please Select
Phone Call
Text Message
Email
Zoom
Submit
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