Contact details

First Name *

Last Name *

Business Name *

Email *

Phone *

How did you hear about us? If you were referred to us, who can we thank for referring you? *

Industry *

How many owners does your business have? *

One Owner

Multiple Owners/Partners

What entity type is your business? *

Our monthly bookkeeping services start at $350 per month. Is that in alignment for you? *

Yes

Not sure, that's why I need you!

How can we assist you? *

Diagnostic/Clean-up

Monthly Bookkeeping

QuickBooks Training

Other (Please specify in the last question)

When was the business started? *

How many states do you operate in? *

What year is the last income tax return that you have filed? *

On average, how much are your annual gross revenues? (ballpark number) *

Do you have payroll? *

Are you required to file sales tax? *

Yes

No

Unsure

Do you use an EHRs or Point-of-Sale system or third party apps to collect payments from clients? (Please list which ones - i.e. Simple Practice, Therapy Notes, Stripe, Venmo, Paypal, Square, CashApp, etc)* *

Accounting System *

Please add any specific questions or notes that you would like to discuss during our meeting here!

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