Service Need Calculator Email * Business Name * First Name Last Name Primary Contact * First Name Last Name Primary Email (if different) Primary Phone # * (###) ### #### In what city & state is the business located? * What year did the business start? * What type of entity does the business use to file taxes? * (NOTE: This could be different from the business entity. This is HOW your federal tax returns are filed. Ex. Your business may be an LLC, but you may file taxes as an S-Corp.) S-Corp C-Corp Other If other please clarify. Are your tax returns current? * Yes No How are you currently handling the financial recordkeeping for the business? * Doing it myself and trying to wear multiple hats Friend or Family member helps Current CPA has been doing them A bookkeeper Uhhh....it just isn't getting done Are you a service or product based business? * Service based Product based Both Do you receive international payments (from other countries)? * Yes No How many bank accounts does your company use? (Checking or Savings) * How many credit cards does your company use? * How do you process payroll? * With QuickBooks Payroll Another Payroll Provider My business does not have payroll at this time How soon are you looking to start services? * Yesterday 2 weeks 1 month Just researching at this time Are you aware our monthly bookkeeping packages begin at $500/mth? * Yes No Thank you!