Company Information
Company Name
Full Name
First Name
Last Name
Phone #
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
What is your business industry?
Retail
Healthcare
Construction
Hospitality
Financial Services
Manufacturing
Technology
Other
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Financial Status
How many bank accounts & credit card accounts do you have?
How many loans/ lines of credit do you have?
Approximately how many transactions a month do you have?
Do you have Accounts Receivable?
Yes
No
Approximately how many invoices a month?
Do you have Accounts Payable?
Yes
No
Approximately how many bills a month?
Do you use any payment processors?
PayPal
Square
Stripe
Shopify
None used
Other
What is your annual revenue?
Less than $50K
$50k-$300K
$300K-$500K
$500K-$1M
$1M-$2M
Over $2M
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Accounting and Bookkeeping
How do you currently handle your bookkeeping and accounting?
In-house bookkeeper/accountant
Outsourced bookkeeping/accounting firm
I handle it myself using accounting software
I don't currently handle my bookkeeping/accounting
Combination of in-house and outsourced bookkeeping/accounting
Other
What accounting system are you currently using?
QuickBooks Desktop
QuickBooks Online
Xero
Wave Accounting
Freshbooks
NetSuite
Other
How often are your financial records reconciled?
Monthly
Quarterly
Annually
Not at all
Do you have a professional accountant who reviews your financials?
Yes
No
Are your financial records up to date?
Yes
No
How many months need to be caught up?
Are you required to report sales or use tax?
Yes
No
Do you maintain an inventory of goods or materials, and if so, how is it tracked?
Yes, we maintain an inventory and use specialized inventory tracking software
Yes, we maintain an inventory, but it is currently tracked manually using spreadsheets
Yes, we maintain an inventory, but we don't have a formal tracking system in place
No, we don't maintain an inventory
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Payroll Information
Do you have any employees? If so, how many?
Are you currently managing your payroll in-house, or are you relying on an external payroll service provider?
Managing payroll in-house
Relying on an external payroll service provider
Other
What payroll services provider are you currently using?
ADP
Paychex
Gusto
QuickBooks Payroll
Other
How did you hear about us?
After submitting this form you'll be automatically redirected to schedule a free consult video call
If you have any issues please contact me at jo@thriveinthechaos.com
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