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 amount 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 Bussiness Loans *

Number of Account Payable Vendors *

Payroll

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

Frequency *

Number of Employees *

Number of 1099 Subcontractors *

Garnishment/Special Deduction *

Pending Tax Authority Matters *

Sales Tax Filling Requirements

No of States Requiring Sales Tax

Inventory

Do you have inventory? *

How do you account for your inventory? *

What is the name of the inventory software you use?

Point of Sale

Do you currently have a Point-of-Sale System? *

What is the name of the POS System?

E-Commerce

Are you currently using an E-Commerce solution to generate sales? *

What E-commerce platform are you using?

Workflow and Efficiencies

Briefly describe anything you would like to see changed to add additional efficiencies to your workflows as it relates to processing sales and/or managing inventory.

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