Request a Quote Email First Name * Last Name * Email Address * Contact Number * What is your business entity? (i.e. sole proprietor, LLC, C-Corp, S-Corp) Is your business service-based or manufacturing? Are your tax returns current? When is the last year taxes were filed? What bookkeeping software do you currently use? How many bank accounts do you have, and with which institutions? How many credit card accounts do you have, and with which institutions? How do you prepare your invoices? (A/R) How do you pay your bills? (A/P) Do you have payroll? If so, which payroll service do you use? How many employees/contractors are paid? How frequently are they paid? Do you have inventory? Do you report sales tax? How much was your GROSS revenue last year? Information Summary
