Personal Info

First Name *

Last Name *

Phone *

Email *

Position/Title (Owner, CEO, etc.) *

Married

Yes

No

Have Children

Yes

No

Children's Ages

Company Name *

Your Business

Email

Business Phone

Address

States Of Operation

Industry

Select option

General Contractor
Electrician
Plumbing
HVAC
Hardscape
Landscape
Roofing
Concrete
Flooring
Painting
Fencing
Decks
Contractor - Other
Professional Services
Insurance Adjuster
Designer
Other
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DBA Name

Number of Owners

Other Owners Names

EIN

Entity Type

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Single Member LLC
Partnership
S-Corporation
C-Corporation
Schedule C or DBA
Condo Association
Trust
Non-Profit
Schedule E Rental
Estate
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Prior Year Revenue

Projected Revenue

Banking & Bookkeeping

Current Accounting Software

Number of Business Bank Accounts

Number of Business Credit Cards

Average Monthly Handwritten Checks

Bookkeeping Preparation Frequency

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Weekly
Monthly
Quarterly
Semi-Annually
Annually
I don't know
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Monthly Financial Statements Received

Yes

No

Sometimes

I don't know what this means

Bookkeeper

Taxes

Business Tax Return - Last Year Filed

Yes - on time

Yes - with extension

No

Has not been filed in several years

I don't know

Tax Planning Frequency

Select option

Quarterly
Couple Times a Year
When I file my return
Never
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Current Tax Issues or Concerns - Describe

Last Year Personal Taxes Filed

Yes — filed on time
Yes — filed with extension
No — not filed yet
I'm not sure
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CRM & Software

CRM Name

CRM Integrated with QBO?

Yes

No

Integration Set Up By

Payroll & Subcontractors

Running Payroll

Yes

No

Payroll System Used

Are All Owners on Payroll?

Yes

No

Number of W2 Employees

Payroll Frequency

Select option

Weekly
Bi-Weekly
Monthly
Other
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Spouse is W2 Employee

Yes

No

Paying Subcontractors

Yes

No

Number of Subcontractors

Collecting W9s & COIs

Yes

No

Number of 1099s Issued Last Year

1099s Issued By

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