Intake Form for our Discovery Call
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Name of your business?
*
How long have you been in business?
*
Role at the Company
Industry
Version of QuickBooks
*
Annual Revenue
How did you hear about us?
google
website
client referral
FaceBook
Linkedin
Other
Does your business have employees?
Yes
No
If Yes, how many team members do you employ including yourself if on payroll?
1-5 employees
6-10 employees
11-15 employees
More than 15 employees
Who runs your payroll for you?
I do payroll myself
Quickbooks Online Payroll
ADP
Gusto
Other
What kind of project or services are you needing assistance with (Please check all that apply
*
Quickbooks Online clean up/catch up services
QuickBooks Online Set up
Quickbooks Desktop to Quickbooks Online Migration
Bookkeeping services
QuickBooks Online training
Advisory Services (GPS: Growth promotion services)
Strategic Tax Planning services
Clean up/Catch up work is expensive because we are doing a large amount of work in a significantly short period of time. Are you ready to make that investment in your business?
Yes!
No.
I would like more information before deciding.
Not applicable
What are your most pressing issues you want to cover during our call?
Submit
Should be Empty: