Name * First Name Last Name Email * Phone (###) ### #### Business Name * Business Structure* * Sole Proprietor LLC LLC taxed as an S Corp Partnership Corporation Not Sure Location (State)* * Briefly tell me about your business (What do you do? How long have you been in business?)* * What is your current bookkeeping system/software (if any)?* What's your average monthly income (before expenses)?* * Less than $10,000 $10,000 - $25,000 $25,000 - $50,000 More than $50,000 What service(s) are you looking for? (Select all that apply)* * Monthly Bookkeeping Bookkeeping Clean up Tax Returns Tax Planning/Advisory Not Sure What is your biggest struggle when it comes to your bookkeeping AND taxes?* * Have you worked with a bookkeeper before? If so, what was your experience like?* * What questions do you have for me (if any)? If someone referred you, please write their name below. Thank you! Initial Questionnaire
