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

DBA Name

Number of Owners

Other Owners Names

EIN

Entity Type

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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

Select option

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

Current Tax Issues or Concerns - Describe

Last Year Personal Taxes Filed

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

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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