First Name
Last Name
Email
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Phone
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Do you need services for your business or personal finances?
Business/Personal
Business
Personal
Both
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What is the name of your business?
What industry are you in?
In what state do you live, or where your business incorporated?
What accounting software are you currently using?
What other software are you using to run your business? An example might be Acculynx or some other CRM.
How many bank, credit card, loan, etc accounts do you have related to the work you would like us to do?
Please list the names of the various banks you are currently working with.
What is your company's annual revenue?
*
$100,000-$500,000
$500,000-$1,500,000
$1,500,000-$3,000,000
$3,000,000-$5,000,000
>$5,000,000
What services are you wanting help with? Check ALL that apply
Fractional Chief Financial Officer (CFO)
Operations Management/Support
Set-up of new accounting software and/or clean-up of existing accounts
Code and enter financial transactions in accounting software
Reconcile the bank, line of credit, and credit card statements each month
Industry Software sync with QuickBooks Online
Tax Planning & Filing
Accounts Payable/Paying Bills
Accounts Receivable/Invoicing Customers
Sales tax accrual and return filing
General Administrative Support
Communicate with Tax Accountant
Due To/From - Related Entity transactions
Budgeting & Strategy
Regulatory Agency Compliance
Multi State/Multiple Location tracking
Project Management
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