Form
Business Name
*
Type of Business Entity
*
Please Select
Sole Proprietorship
Partnership
LLC
S-Corp
C-Corp
Non-Profit
EIN (Employer Identification Number)
*
Business Address
*
Website
Years in Operation
*
Number of Employees
*
Business Industry
*
Primary Contact Name
*
Title
*
Phone Number
*
Email Address
*
Preferred Contact Method
*
Please Select
Email
Phone
Text
Services Needed (check all that apply).
*
Bookkeeping
Payroll Processing
Tax Filing
Sales Tax Filings
Financial Statements
Budgeting & Forecasting
Catch-Up/Clean-Up Work
Current Accounting System/Software (if any)
*
Frequency of Bookkeeping
*
Weekly
Bi-Weekly
Monthly
Quarterly
Do you have a separate business bank account?
*
Yes
No
Are all business expenses paid through the business account?
*
Yes
No
Do you use a payroll provider?
*
Yes
No
If you answered yes, what is the name of the payroll provider?
*
What are your 3 top goals for your business finances this year?
Are there any current financial challenges you're facing?
What are your expectations working with an Accountant?
Upload prior year tax returns.
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Upload recent bank statements.
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Upload list of business assets (if applicable).
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Submit
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