First Name
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Last Name
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Preferred Contact Number
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Email
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Please List Business Owner Names
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Website
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What is Your Mailing Address
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What is Your Physical Address
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Date of Birth
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Email Address of Business Owner
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Email Address of Accounting Contact
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How Do You Prefer to Communicate?
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What is Your Business Legal Name?
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Business Start Date
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What is your Business Legal Entity?
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What is your Federal Employer Identification Number (FEIN)
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What is your State Employer Identification Number
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DUNS Number (please write n/a if not applicable)
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Do you have payroll?
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If you answered yes to payroll, please provide date of last payroll ran and processing company name, phone number and point of contact
Do you have an EDD number? If yes, please provide
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Please list your State Payroll ID Number(s)
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Do you have an existing company retirement plan?
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Do you currently offer Medical, Dental, Vision Benefits?
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Please list all the products and/or services you sell (the more information you provide here the better)
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Please list all the forms of payment you accept (Cash, Credit Card, Wire Transfer, ACH)
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Please list your Business Checking Accounts (Bank Name and account number - last 4 digits)
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Please list your Business Savings Accounts (Bank Name and account number - last 4 digits)
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Please list your Business Credit Cards (Bank Name and account number)
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Please list any outstanding Business Loans (Payee, Origination Date, Original Loan Amount, Current Outstanding Amount, Monthly Payment Amount)
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Do you have a PayPal account used for business?
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Do you have a Venmo account used for business?
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Please list the last 4 digits of any personal bank accounts that you occasionally transfer money to/from your business accounts.
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Do you file 1099's in your business?
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What is the most recent year you filed your business taxes?
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Who is your current Tax Preparer (If you have one) Name, Email, Phone #
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Do you have an existing tax strategy in place?
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Do you track your Sales by the individual product or service sold?
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Do you track your income and expenses by department, location, property, project or event
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How comfortable are you reading Financial Statements (Balance Sheet, Profit & Loss, Cash Flow Statement)
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Do you have documented financial processes & procedures?
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How did you hear about us?
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