INITIAL PROSPECT INQUIRY
Getting Started
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Company Name [Use Your Name If N/A]
*
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Preferred Contact Method [Hold shift-key to choose multiple options]
*
Email
Phone
Text
Describe your practice/business in a few sentences
*
Which services are you interested in? [Hold shift-key to select multiple options]
*
Entity Formation
Accounting & Bookkeeping
Tax Filing & Compliance
Support Services-Traveler Flights
Business Advisory Services
All the Above
What type of legal entity is your practice? [Select N/A if still in the process of formation]?
*
Sole Proprietor
Partnership
LLC/PLLC
C-Corp
N/A
How many years have you been in business [N/A if new startup]?
*
On average, what is your annual gross sales-last 3 years? [N/A if new startup]?
*
How many employees and/or 1099 contractors do you have?
*
How do you manage payroll? Would you like this function to be done for you?
*
How do you manage your invoicing? Would you like this function to be done for you?
*
How do you manage payables? Would you like this function to be done for you?
*
How many business bank accounts & credit cards do you currently use in your practice?
*
Approximately, how many transactions [bank account & credit card], do you have per month?
*
Are your tax filings up-to-date?
*
Yes
No
If not, what year was your most recent filing [N/A if current]?
*
How soon would you like to start?
*
ASAP
1 - 3 Months
4 - 6 Months
Please verify that you are human
*
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