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RCG Prospective Client Form
Please help us learn a little bit about you. This will help us create a business proposal that fits your needs.
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* Indicates required question
Business Name:
*
Your answer
Contact Name:
*
Your answer
Contact Email:
*
Your answer
Contact Phone:
*
Your answer
What type of business do you own (Sole Prop, S-Corp, C-Corp, Partnership, LLP, LLC)?
*
Your answer
Description of business:
*
Your answer
Please let us know how many of these accounts your business uses.
*
None
1
2
3 or more
Bank Accounts
Credit Cards
Loans
None
1
2
3 or more
Bank Accounts
Credit Cards
Loans
How many employees do you have?
*
Your answer
Do you process payroll?
*
Yes
No
Other:
What software/method do you currently use for payroll?
Your answer
Do you use contract employees (1099s)?
*
Yes
No
If so, approximately how many?
Your answer
Do you collect Sales Tax?
*
Yes
No
Other:
Please indicate which of the following you are looking for in your bookkeeping provider.
*
Bookkeeping and Reconciliation
Payroll
Cost Accounting
Invoicing
Bill Pay
Accounts Receivable
Quarterly and Annual Financials
Sales Tax
1099s
571L's
Quickbooks Training
Cash Management
Key Performance Indicators (KPI's)
Tax Planning
Other:
Required
Thank you!
We appreciate you taking the time to tell us a bit about your business. We will be in touch with you soon.
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