Business Name
Owner Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Please choose which one do you want to be contacted by
Phone
Email
Does not matter
Other
Type of Business
Company Name
Company Website
Company Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Which areas of your business would you like us to review?
BOOKKEEOING SERVICES
PAYROLL
SALES TAX
1065 RETURD
1120 RETURD
EXTERNAL AND INTERNAL AUDIT
INSURANCE AUDIT
TAX OR FINANCIAL CONSULTING
TAX STRATEGY
ANNUAL REPORT
FINANCIAL STATEMENTS (P&L AND BALANCE SHEET
Tax Savings Opportunities
Business Insurance Review
Cash Flow Analysis
Profit Improvement Strategies
Employee Benefits
Business Growth Planning
Business Funding Options
Life Insurance for Business Owners
Retirement Planning
Other
Please briefly explain what your company does
Starting date of your company
-
Month
-
Day
Year
Date
Your job title
Number of employees including you
Type of your company
LLC, S-Corp, C-Corp, Sole-Proprietor
File federal taxes
On a cash basis
Accural
Your CPA and the firm they are with
What bank is your main business account with?
Accounting Information and Needs
Accounting software you use
If QuickBooks, please indicate Desktop or Online
Payroll software or company
Number of check/debit transactions you have each month
Do you pay 1099 vendors?
Yes
No
Please select the ones that appropriate to you
Accepting credit cards
Collecting sales tax
Tracking inventory in Quickbooks or other software
Other
Number of bank accounts you have
Number of credit cards you have
Do you currently have a team helping you with bookkeeping, tax planning, and financial strategy?
Yes
No
Additional information we should know
Please verify that you are human
*
Signature
Disclosure: This complimentary Business Health Check is for informational purposes only and is not intended as legal, tax, accounting, or financial advice. Results may vary based on your specific circumstances. By submitting this form, you consent to being contacted regarding your analysis.
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