Tell Us About Your Business

Help us understand your business better before our discovery call.

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Contact Information

Business Overview

The legal business name or the name under which the business operates.
The year the company was incorporated.
The legal structure of the business for tax purposes.
The industry the business operates in (i.e Landscaping, medical, dental, real estate, etc...
The average monthly income of the business.

Operations & Financials

Does your business currently run payroll?
The payroll system used by the firm.
Number of employees currently employed by the firm (incl. contractors).
Does your business offer employee benefits (i.e health insurance, retirement plans, etc.)?
Number of financial accounts used by the firm (i.e bank accounts, credit cards, brokerage, etc...
Number of loans currently outstanding.
Business Assets
Assets owned by the business.
Payment Methods*
Payment methods used by the business.
Does your business carry inventory?
Do you pay for personal and business expenses with the same bank account?
Does the business owe money to the owner?
Does the owner owe money to the business?
The accounting system currently used by the firm.
The average number of transactions processed monthly from ALL accounts (i.e. invoices, payments, etc..)
When was the last time the books were updated (leave blank if never updated)?
The lastest year the firm filed a tax return (leave blank if never filed).

Goals & Pain Points

How can we help your life be easier?
Anything big planned for the foreseeable future?
When is the ideal time to start bookkeeping services for your firm?
Please tell us how you heard about our services.
Anything else you want to share with us?