CONTACT INFORMATION

A better way of doing business starts here.

Company *

First Name *

Last Name *

Email *

Phone *

Ext

ABOUT YOUR BUSINESS

Now let’s get to know your business a little better with some basic company information.

Entity Type *

Year of Incorporation/Formation *

State of Incorporation *

Current Accounting System *

FINANCIAL

Providing us with accurate and detailed financial data will help us allocate the appropriate number of resources to save you the most amount of time and money.

Sales Volume for Previous Year *

Number of Bank Statements *

Number of Credit Card Statements *

Number of States requiring Business Tax Returns *

Number of Business Loans *

Number of Account Payable Vendors *

Pending Tax Authority Matters *

Yes

Number of States Requiring Sales Tax

Describe how you value your inventory *

What is the name of your Point-of-Sale System* Insert “None” if not applicable. *

Please describe your E-Commerce Platform *

Payroll

We’ve identified that on average 80% of all new clients that partner with EFM learn they are overpaying for their payroll services. Let’s see if you’re one of them!

Number of States Requiring Payroll Tax Returns *

Frequency *

Number of Employees *

Number of 1099 Subcontractors *

Garnishment/Special Deduction *

Yes

Workflow and Efficiencies

Briefly describe anything you would like to see changed to add additional efficiencies or improvements to your workflows or to eliminate or modify any know pain points or weaknesses in your current business environment *

Annual Accounting Costs

Our goal is to streamline operations and reduce costs. At EFM you can now combine multiple resources under one umbrella.

Accounting Firm *

Bookkeeping Services *

Payroll Services *

IT Consultant *

Additional Comments