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Email *
Your Name *
Business Name *
Business Entity
Number of Employees (last month)
This value varies just give most current or best guess
Number of POS systems / Sales Channels
ie  3 gravitas, 2 clover, 1 square , others, only cash
Number of Monthly Transactions
ie  75 credit cards  on 2 cards, 20 bank statements transactions, 2 cash sales , bank wires 1
We record transactions that affect your business bank accounts.  We only record tx you tell us about or is shown in bank records and on business credit cards.  Don't give us TXs that you don't need recorded.  It's your call.  We understand this varies but we want to get an idea of the scope of tasks.
GET Tax Frequency
Accounting Software
ie)  Quickbooks, Excel or Sheets, others
Number of 1099 Employees are there today
ie)  3 contractors    4 salary etc.
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