Let’s schedule an intro call.Fill out the info below and we will be in touch shortly! Name * First Name Last Name Email * Phone (###) ### #### Website http:// Tell us about your business? * Business Entity (how your business taxed) * Sole Proprietor Partnership C Corp S Corp How long have you been in business? * Please mark only one < 1 Year 1-4 Years 5-10 Years 11+ Years Are there other owners/partners in the business? * Yes No Do you have employees and/or 1099 contractors? If yes, how many of each? * Do you currently sell or stock any products? * Please mark only one Yes No I plan to in the future Do you use any industry-specific software? If so, please list it below. * What accounting software do you currently use? (i.e. Quickbooks Online, Quickbooks Desktop, Quicken, Xero, a spreadsheet) * How do you currently handle invoicing? * Are you current on your taxes? If no, what is the last year you filed? * Do you have active awards with these agencies? (check all that apply) * NSF DoD DOE NIH Other N/A On average, how many transactions does your business process each month? (Income and expenses) * How did you hear about us? Referral LinkedIn Web Search Other Please briefly explain your bookkeeping needs. * Thank you for you submission! We will get back to you shortly.
