Step 2 of 3: Bookkeeping Questionnaire

Please fill in the following form to help us customize our services to serve you best. Then proceed to Step 3 and book a consultation with our bookkeeping expert.

Company Details

Company Name*

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Contact Person*

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Title

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Phone*

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Email*

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Time In Business?*

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Product and/or Services Offered*

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Please provide details of your company location(s)

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Type of Company

S-Corp
C-Corp
LLC
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Do you collect and pay sales taxes to the state?

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Do you sell products online or via retail stores or both?

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How many employees do you currently employ?

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Who processes your payroll? (ADP, Paychecks or in-house)

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Do you have partners, investors, family members in the business?

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Do you have a succession plan (buy/sell agreement, exit strategy)?

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Your business average monthly sales?

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Do you pay personal expenses from your business bank accounts?

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How many business bank accounts do you have?

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How many business credit cards do you have?

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How many business loans do you have?

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Does your business have A/R? If so, how do you track it? (Excel, software, other)

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Support Hours
Mon - Fri: 9am - 6pm (EST)

2920 Edgewood Circle Suite 15
Columbus, GA 31907

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Privacy • Terms & Conditions • Refunds • FAQ • Contact Us • About