Let's Get Ready for Your Discovery Meeting!

I can't wait to talk to you and see how I can assist you with your bookkeeping needs.

First thing, I need you to complete the survey below.

THIS MUST BE DONE BEFORE YOU CAN REQUEST A MEETING!

This information will allow us to get the most out of our time together. All information is secure and sent privately to me.

Before you start, you'll need these things ready:

Your most recent and previous bank statement(s) for all accounts. You will upload these through our secure system.
Your Federal, State and Local government tax IDs
Your logo. You will upload it.

Click the blue arrows at the bottom of the form to move ahead or go back.

Fields marked with an * are required to move ahead.

First Name *

Last Name *

Email *

Phone *

Date of birth. I love sending gifts!

Legal Business Name *

DBA Name: (If applicable)

Name of Business Owners

Legal Business Address *

Customer Facing Address (If applicable)

Business Email *

Business Phone *

Website

Upload your logo

Entity type

Sole Proprieter

LLC

S-Corp

Corporation

Federal, State, and Local Tax ID #'s

Cash or Accrual Basis

Cash

Accrual

List all bank and credit card accounts used

Current Liabilities/Loans

List All Current Assets

Please Upload Your Past 2 Months Bank & Credit Card Statements

Industry

Business Description

Date Founded

Issues

Accounting Software

Refferer

Goals