Prospective Client Inquiry Contact Name(required) Company Name(required) Email(required) Phone Number(required) Type of Business (Restaurant, Retail, Insurance, etc.)(required) Choose your Entity Structure:(required) Sole Proprietor LLC S-Corp C-Corp Non-Profit Yearly Revenue:(required) Number of Partners/Owners?(required) Number of Employees?(required) Number of Contractors?(required) Current Bookkeeping Software(required) How long has the company been in existence?(required) Approximate number of transactions monthly?(required) Which types of business accounts do you currently utilize? Business Checking Business Savings Business Loan Credit Card PayPal CashApp Venmo Other Are your tax returns current?(required) Yes No Do you track inventory? Yes No N/A Do you track and report sales tax? Yes No N/A Preferred Accounting Method: Cash Basis Accrual Basis Unsure Service Package Interest:(required) Sole-Prop/Business Startup Bookkeeping Assistant Outsourced Bookkeeper Strategic Accountant Custom Engagement How did you hear about us? Search Engine Social Media Friend or Family What expectations do you have for us?(required) Submit for Quote
