Current Financial Management
Who currently handles your bookkeeping?*
What accounting software do you currently use?*
How current are your books?*
Transaction Volume and Complexity
Approximate monthly transactions (bank/credit card):*
Number of Bank Accounts : *
Number of Credit Cards Used Per Business : *
Do you need payroll services?*
Do you collect sales tax?*
If yes, how many states/jurisdictions?
How do you file sales tax?
What bookkeeping services do you need? (Check all that apply)*
What's your monthly budget for bookkeeping services?*
When do you need services to start?*
Have you worked with a bookkeeper/accountant before?*
Do you have multiple business entities?*
What's most important to you in a bookkeeping service?
How did you hear about us?
