Legal Business Name
*
Entity Type
*
C Corp
S Corp
LLC
LLP
Trust
Individual
Other
Other Entities (If Applicable)
Industry Type
*
Primary Contact Name
*
First Name
Last Name
Phone Number
*
Email
*
example@example.com
Comptroller Name (if any)
First Name
Last Name
Comptroller Phone Number
Comptroller Email
example@example.com
Website
https://www.yourcompany.com
Preferred Communication Method
*
Please Select
Voice
Email
Text
Any
Preferred Language
*
English
Other
Preferred Time to Contact
*
Please Select
Morning
Noon
Evening
Time Zone
*
Please Select
EST
CST
MST
PST
Primary Residential Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Accounting Services
*
Other Services
*
Back
Next
Financing Services
Which accounting software you use?
*
Quickbooks Online
Quickbooks Desktop
Xero
Sage
None
Other
Which Payroll service provider you use?
*
Quickbooks Online
Quickbooks Desktop
ADP
Paychex
Gusto
None
Other
Provide total number of business bank accounts.
*
Please Select
0
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Provide total number of business credit cards.
*
Please Select
0
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Provide total number of personal credit cards used for business.
*
Please Select
0
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
No. of W2 Employees
*
Which day of the week Payroll is processed?
Provide details on outstanding business debts.
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Previous tax returns filed and financials. 1. Driver License Back and Front, 2. Business Tax Return, 3. Personal Tax Return, 4. Balance Sheet, 5. Profit & Loss Statement
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Notes for Accounting, if any.
Notes for Commercial Finance, if any.
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