Your Business Information Business Name * Industry * Retail Real Estate Professional Services Manufacturing Construction NFP (Not-For-Profit) Other Were you referred by someone? * Your Information Name * First Name Last Name Phone * (###) ### #### Primary Address * Email * Would you mind leaving us a review once we are done with your project? * Sure No Generate and Submit Your Proposal Please answer all of the questions to the best of your ability. If there's something you're not sure of you can add questions/comments towards the end of the survey. What type of entity is your business? * LLC, Sole-propiertorship S-Corp C-Corp Partnership NFP Not Sure What is your entity number? * Do you have more than one entity that needs assistance? * Yes No If yes, please list out company names. Do you make any kind of foreign transactions? * Yes No Are you registered for sales tax? * Yes No Do you currently have an electronic filing system? * Yes No What accounting system do you use? * QBO Online QB Self-Employed Spreadsheet None Other Do you use any of these companies to process payments? * Square Stripe PayPal Shopify Quickbooks Checks Zelle Honeybook ACH/ Wire Transfers Wise Cashapp None Other Do you have any business loans or lines of credit? * Yes No Which company do you have business loans and/or lines of credit with? Check all that apply. Kabbage BlueVine Capital Bank Loan Lending Tree None Other Number of monthly invoices/transactions you have? * 1-10 10-25 25-50 50-100 100+ Do you have any outstanding invoices? * Yes No Which banks/credit cards do you have? Check all that apply. * Chase Bank of America PNC Wintrust BMO Harris Fifth Third Wells Fargo American Express Capital One Huntington Bank USAA Bank Navy Federal Other Other Bank Names Are there any bank accounts (or credit card accounts) that have been closed this year? * Yes No Are there any bank accounts (or credit card accounts) that have been closed since last year? * Yes No Are you keeping track of your receipts? * Yes No Would you like for us to help you audit proof your business? * Yes No Are you up to date on your tax returns? * Yes No Are you up to date on your tax payments? * Yes No Do you need payroll assistance? * Yes No Do you have 1099 contractors? * A 1099 contractor is a self-employed individual or independent contractor who provides services to a business or client but is not classified as an employee. Yes No Will you need to issue 1099 forms at the end of the year? * Yes No What payroll company are you with? * Paychex ADP Gusto Quickbooks Don't have payroll Other How often do you want your bookkeeping done? Packages are based on monthly fees. * Weekly Bi-Weekly Monthly Quarterly Do not need ongoing bookkeeping right now Do you have a Tax preparer? CPA/EA Accountant Tax Preparer Do you have any questions?
