Automated Accounting Services LLC
Prospect information request
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General Need Questionnaire
Name *
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Date *
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Business Name *
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Contact Phone Number *
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How did you hear about us? *
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Business Entity Type *
How long have you been in business? *
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What does your business do? *
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What accounting/bookkeeping system are you currently using? *
Who currently does you Bookkeeping and how is is it done? *
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Who is your current Tax Preparer? *
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For what year was your last tax return filed? *
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Do you process payroll? If so who is your service provider? *
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Describe in 2-3 sentences the reason for reaching out to us and what you hope to solve for. *
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Check ALL services you may be interested in: *
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