Name *

Company Name *

Title *

Company Address *

City

State/Province

Zip/Postal Code

Phone *

Please specify office or cell *

Office

Cell

Email Address *

Who can we thank for referring you? *

What accounting software do you use? *

QuickBooks Desktop
QuickBooks Online
Other
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If "Other" please provide name

How many bank accounts does this business have? *

Estimate on number of transactions per month on all bank accounts? *

How many credit cards does this business have? *

Estimate on number of transactions per month on all credit card accounts? *

How many loan accounts does this business have? *

Do you handle your own payables? *

Yes

No

Are you interested in payables outsourcing? *

Yes

No

If yes, please provide an estimate of how many bills per month?

Do you handle your own receivables? *

Yes

No

Are you interested in receivables outsourcing? *

Yes

No

If yes, please provide an estimate of how many invoices per month?

Does the business have a Sales Tax obligation? *

Yes

No

If so, are you interested in sales tax obligation outsourcing? *

Yes

No

If yes, please provide how many states?

Does the business have employees? *

Yes

No

If yes, how many employees?

If yes, what is your payroll frequency?

Weekly
Bi-Weekly
Monthly
Other
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If so, what payroll provider do you use?

If yes, are you interested in outsourcing the payroll processing?

Yes

No

Are your books current? *

Yes

No

If no, what is the date of the last reconciliation?

Do you have a Tax Accountant? *

Yes

No

If so, please provide name?

Please provide other relevant information that may be useful for our initial discussion.

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