Tell Me About you Business Check Up Form Business Name Primary Contact Mailing Address City / State / Zip Code Office Phone Mobile Phone Email Primary Business Activity/Type Business Start Date Tax ID Yearly Estimated Revenue Number of Employees Facebook Instagram Twitter LinkedIN Please provide a brief overview of your business goals Goal 1 Goal 2 Goal 3 List your top 3 business challenges Business Challenge 1 Business Challenge 2 Business Challenge 3 Please list all accounting, tax, CRM, inventory or software programs you are using Software Software Software Software Software Software What services are you interested in from Me? Affordable evaluation & procedure setup for new or startup businesses Initial Setup of Bookkeeping or accounting systems for new businesses Streamline and update current accounting software Mobile accounting access Quickbooks software expertise, both desktop & online Virtual CFO Services Monthly, Quarterly & Annual Financial statements and reports Budgets Setup & Maintenance Accounts Payable (A/P) & Accounts Receivables (A/R) Recording Daily Deposits Bank Reconciliations General Ledger entry & maintenance Custom Reporting Inventory setup / tracking Annual Audit Assistance, Annual Tax Filing Assistance Are your business accounts separate from your personal bank accounts? Yes No How many bank accounts do you have that are used for your business? How many credit cards do you have that are used for your business? Are you setting aside income or sales tax payments from current revenue? Yes No How/When do bills arrive? How are they paid? If applicable, what program are you using to invoice clients? What are your expectations from me? What is your preferred method of communication? Any other comments or questions? Send Free Estimation Request A Quote Get A Quote
