Onboarding

First Name

Last Name

What is your website?

Legal Business Name

Phone

Industry

Legal Business Address

City

State

Zip Code

How long have you been in business?

Annual Revenue

What is your entity type?

How many bank accounts and credit cards do you have?

How many total transactions come through your bank accounts/credit cards each month (total of income and expenses transactions)?

How do you invoice your customers and record sales?

What accounting system do you use?

Do you have employees (payroll)? If so, how do you perform payroll?

Do you have contractors/freelancers?

Yes No

Do you have inventory?

Yes No

If yes, do you currently track inventory?

Yes No

Do you report sales tax?

Yes No

If so, are you current with filing and payments?

Yes No

On how many states are you filling sales tax for?

Do you need cleanup work?

Yes No

Which services are you interested in?

Our basic monthly bookkeeping packages start at $300 and all are customized for your unique business needs, are you ready to make this investment on your business?

Yes No

Is there anything else you would like me to know about your situation? Pain points? Growth goals?

Please share anything that will help prepare for our meeting

How did you hear about us?

For smaller businesses and startups, we offer one-time services that will help grow your business until you're ready to outsource the monthly books and advisory services. These include:

Quickbooks Setup
Online training
Clean-up of books
Catch-up of books
Consulting

Let’s Navigate This Together

Help Us Set You Up

Useful Links

Quick Links

Newsletter