Please enable JavaScript in your browser to complete this form.Business NameWhat services are you needing help with?BookkeepingPayrollBothBusiness Industry payment have? to Tell me about your business. Are there any services not listed that you are looking for assistance with?Business Entity?Sole ProprietorPartnershipC CorpS CorpLLCHow many business locations do you have? What state(s) are you located in? Is your business considered a covered entity subject to HIPAA Rules? YesNoWhat accounting method do you use?Cash BasisAccrual BasisHybridAre your books up to date or do you need catch up? If so, how many months need to be caught up? Are business and personal transactions/accounts mixed or separate? How are you currently keeping your books? (Quickbooks, Sage, spreadsheets, no current system, etc.)How many bank and credit card accounts does the business have?What is your approximate monthly or annual revenue?Do you need assistance with AP (accounts payable) and AR (accounts receivable)YesNoAbout how many income & expense transactions do you have per month total?How do you receive client payments? (Cash, check, ACH, Stripe, etc.)How many payment processing accounts do you have (if any)? Do you have a sales tax obligation? If so, which state(s)? Do you remit taxes, or does another payment processor?Will you require inventory tracking? If so, how are you currently tracking inventory?Do you have any W2 employees or 1099 contractors?How many employees do you have?Payroll Services - Will you need any help with the following?PayrollTax DepositsQuarterly Tax Form FilingNew Hire PaperworkWorker's Comp ReportingW2 filing/distributionTime Tracking for ProjectsSubmit
