Business Initial Information Form
Please provide information about your business's bookkeeping, payroll, and related service needs.
Name Of Business
*
Type of Business
*
Please Select
Sole Proprietorship
Partnership
Corporation
Limited Liability Company (LLC)
Nonprofit
Other
Contact Name
*
First Name
Last Name
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email Address
*
example@example.com
Transactions Per Month
*
Number of Bank/Credit Card Accounts
*
Number of Loans
*
Do you require Payroll Service?
*
Yes
No
Who will be running payroll?
*
My Company
Dietz Bookkeeping
Payroll Provider
*
QuickBooks
Other
Number of Employees
*
How often is payroll run?
*
Monthly
Weekly
Bi-weekly
Do you require Accounts Payable Service?
*
Yes
No
Number of bills per month
*
Do you require Accounts Receivable Service?
*
Yes
No
Number of invoices per month
*
Do you require Sales Tax Service?
*
Yes
No
Number of sales tax filings per year
*
Submit
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