Tell us about you and your business!
Thank you!
Thank you for taking the time to fill out this form. This gives us the opportunity to gather some important information so we know how to best serve you. If you have any immediate questions, please don't hesitate to contact us at 541-292-5500. I look forward to chatting soon! - Brittany
Personal Details
Please complete
Name
*
First Name
Last Name
Business Name
*
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Business Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Preferred Communication Method
Email
Call
Text
All of the above
If you are unavailable, is there someone else that we can contact regarding your financials? If so, please list them here.
How did you hear about us?
*
Referral
Networking Event
Social Media
Website
Other
If you chose "referral" above, please list who referred you so we can thank them!
Bookkeeping & Accounting
In this section, we are going to dive into your current financial situation and needs.
What are your biggest concerns related to the financials of your business?
What tasks can we assist you with? Please check all that apply.
*
Scanning & uploading receipts
Transaction tracking/classification
Monthly Reconciliations
Accounts Receivable
Accounts Payable
Inventory
Fixed Asset Tracking
Regular meetings to discuss your financials
Accounting guidance related to the organization’s financial statements
Other
What type of entity is your business?
*
LLC- Filing as a Schedule C on my personal tax return
S-Corporation (this option can also be an LLC filing as an S-Corp)
Partnership (this option can also be an LLC filing as a Partnership)
C- Corporation
I don't know
What financial basis does your business run on for tax purposes? If you don't know, that is okay! We can easily find this on your tax return :)
*
Cash Basis
Accrual Basis
I don't know
What bookkeeping software do you currently use?
*
Quickbooks Online
Quickbooks Desktop
Another Software
I do my bookkeeping by hand
I don't currently track my finances
Other
If you use Quickbooks Desktop, how have previous bookkeepers accessed your books?
What types of accounts does your business have? Please check all the apply.
*
Checking
Savings
Credit Cards
Loans
Other
Does your business track inventory?
*
Yes
No
No, but we want to!
Do you need us to reconcile your personal finances in addition to your business?
*
Yes
No
Are your business tax returns up to date?
*
Yes
No, we are behind
No, we are behind and need bookkeeping assistance before we file
Do you need to be connected to a tax preparer for support?
*
Yes, please!
No, thanks
Do you feel like you understand your business' financial situation well?
*
Yes!
Yes and I want to learn more.
No, but I would like to.
No and I don't want to at this time.
No but if I had the time in my business, I feel like I would.
Business Resources
As business owners, we can sometime find ourselves in situations where we need extra support. I love providing my clients with extra support and resources.
Are there other business professionals you'd like to be connected with to help your business run smoother? Please check all that apply.
*
Payroll Processing
HR Assistance
Business Financial Planner
Business Operations Specialist
IT Support
None, I'm good!
Business Insurance
Other
Submit
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