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Pai CPA Application - Work With Us!
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Name
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Your answer
Email
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Your answer
Company Name
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Your answer
Which service are you interested in?
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#1 Taking the Accounting Off of Your Plate (Full service monthly bookkeeping)
#2 Setting Up Your Accounting Software + System (Setting up Quickbooks and Customize Your Chart of Accounts)
#3 Coaching (We can teach you how to do it yourself and have quarterly check-ins)
We only do bookkeeping, not income tax filing. Are you ok with this? (We work with your Tax CPA) by either connecting you with our strategic tax partner or one you know,
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Yes
No
If you choose our monthly full service package, could you afford a minimum investment of $700 a month?
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Yes
No
Is this your first business?
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Yes
No
Are you the sole owner of your business?
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Yes
No
Do you file taxes as an LLC or S-Corp?
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LLC
S-Corp
What is your annual revenue range?
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Less than $100,000
$100,000 - 1M
$1M +
Quickbooks is our preferred accounting system. Are you ok with this?
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Yes
No
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