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Type of Business
AssociationNot for ProfitProfessional ServicesRetailLaw FirmMedical PracticeOptometryReal EstateOther

Annual Revenues
<$250,000$250,000-$499,999$500,000 - $999,999$1,000,000 - $1,999,999$2,000,000 - $5,000,000>$5,000,000

Current System
QuickBooks OnlineQuickBooks DesktopQuickBooks EnterpriseXeroIntacctOther (please specify)

What Accounting Services Are Required? (Check all that apply)
Bookkeeping and AccountingController and CFO ServicesManagement ReportingBusiness Process ReengineeringAccounting System Optimization

Please identify your accounting needs by providing the following information:
Bank and Loan Accounts:
Credit Card Accounts :
Accounts Payable:
Invoicing and Collections:
Payroll Processing:

Other Accounting needs. (Fill in all that apply)
Credit Card and Expense TrackingInventory ManagementTimekeepingFixed AssetsSales and Use TaxesAccrued ExpensesDeferred RevenuesGrants ManagementFundraisingFinancial StatementsInternal ControlsAudit and Tax Support1099 Processingnone at this time

We provide 3 service level options. Please check the one you feel most applies.
Essential – Basic monthly servicesFull – Weekly services where we are more directly involved in your bookkeepingCustomized – Daily, comprehensive services

Are you interested in the following CFO Services (check all that apply)?
Cash Flow ManagementBusiness Plan DevelopmentPerformance Dashboard Analysis and ReportsBudgeting and ForecastingRevenue Growth StrategiesCost ManagementRisk Managementnone at this time

In which area(s) do you need the most help, and why?

What is your desired start date?

Who currently does your bookkeeping?
An employeeContract bookkeeperOutsourced firmI do it myself

Do you require clean-up work? if so, indicate how many months.
yesno

Please describe any other details that would be helpful to know about your business, special needs and/or "pain points".

Add Recent Financial Statements