Business Name
*
Name
*
First Name
Last Name
Phone
*
(###)
###
####
Business Address
*
Email
*
What accounting software do you currently use?
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QuickBooks Online (accessed through your browser)
QuickBooks Desktop/QuickBooks Enterprise (stored on a computer)
Other (Xero, Zoho, Sage, etc)
I do not use an accounting software
What is your role with the company?
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Owner
Partner
Shareholder
I can make financial decisions on behalf of the company
Other
What is your entity type?
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S Corp
C Corp
Non Profit
LLC
Sole Proprietor
General Partnership
How long have you been in business?
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1-3 years
4-6 years
7-9 years
10 years and over
How many employees do you have in the organization?
Owner / partner only. No additional employees
1-5 employees
6-10 employees
11-15 employees
More than 15 employees
Do you have an internal accounting department?
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Who runs your payroll for you?
*
Does your business require inventory management?
*
What is your annual revenue or sales?
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Under $100,000
$100,001 to $500,001
$500,001 to $1 Million
Over $1 Million
If over $1 Million in annual revenue, please enter the closest annual revenue or sales number below.
What kind of project or services are you needing assistance with? (Please check all that apply.)
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Clean Up/Catch up work is expensive because we are doing a large amount of work in a significantly short period of time. Are you ready to make the investment in your business?
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Rate how strongly you agree or disagree with these statements:
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I am open to using new technology
I need your help immediately
Have you worked with a bookkeeping or accounting firm before?
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Can you tell us how your experience was working with them (good or bad) and do you still work with them?
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For what year was the last time you filed tax returns?
*
We like to use The Predictable Success Assessment to understand your personality and work style. It helps us gather an understanding of what drives your and what you value in running your business. Please take The Predictable Success Assessment located at this link (5 to 20 minutes in length). Cut and Paste link below:
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https://predictablesuccess.com/styles-quiz/
If you DID complete the assessment, what was your top style?
Visionary
Processor
Operator
Synergist
If you DID NOT take The Predictable Success Assessment could you tell us why you chose not to?
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Do you have any questions or concerns you would like to discuss?
How did you hear about us?
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Google
Intuit ProAdvisor Directory
Referral
Other
If you found us thru a Referral or Other method, please tell us more:
