S.I.A. Services - Service Form
Please fill out this form as thoroughly as possible. Once submitted, we will process it and get back in touch with several contract options customized to your answers!
Email address *
General Business Information
First and Last Name: *
Your answer
Phone Number: *
Numbers Only
Your answer
Name of Business: *
Your answer
Formation of Business : *
(Corporation, LLC., etc.)
Your answer
Industry: *
(Sales, Retail, Manufacturing, Nursing, etc.)
Your answer
Business Address: *
(Address, City, State, Zip Code)
Your answer
Owners/Partners Information:
How many owners/partners make up this business? *
Accounting Costs & Required Time of Services:
Before finding S.I.A. Services, was your company actively looking for a bookkeeper? *
If yes, what would have been the annual salary range for your bookkeeper?
For what months would you require our services for your business? *
Please choose the months that you want S.I.A. Services to provide accounting for your company. (At least 6 CONSECUTIVE MONTHS are REQUIRED in 2019.)
Business Accounts (Bank Accounts):
How many Business Bank Accounts does the company have? *
Bank Account #1
Function of Account: *
Average Transaction Count: *
Bank Account #2
Function of Account:
Average Transaction Count:
Bank Account #3
Function of Account:
Average Transaction Count:
Bank Account #4
Function of Account:
Average Transaction Count:
Bank Reconciliation:
Would you like this/these bank account(s) Reconciled? *
How often would you like us to Reconcile? *
Business Accounts (Credit Card Accounts):
Are there any Credit Card Accounts that are used by this company? *
Credit Card #1:
Average Transaction Count:
Credit Card #2:
Average Transaction Count:
Credit Card Reconciliation:
Would you like this/these Credit Card account(s) Reconciled? *
If Yes, we will reconcile your company's Credit Card(s) monthly!
Does this company have an established QuickBooks file and COA? *
If no, we will create a QuickBooks file and thorough COA for your company!
A/P (Accounts Payable)
Would you like for us to take care of your Bill Payments (A/P)? *
If yes, please describe reoccurring bills in the questions below:
Types of Reoccurring Bills:
Select all that apply:
A/R (Account Receivables)
Would you like for us to take care of Invoicing your Customers? *
If yes, on average, how many customers do you have?
Numbers Only
Your answer
How frequently do you invoice?
Method of Invoicing?
Income Method from Customers:
Check all that apply.
If you have a payroll account, would you like for us to manage it? *
If yes, do you use separate payroll software?
Name of Payroll Software: *
If this company pays its employees from one of its bank accounts, put the name of this company below.
Your answer
Number of Employees *
Numbers Only
Your answer
Payment Method to Employees:
Check all that apply.
Do you have any regular Independent Contractors (1099) you would like us to manage payments for? *
If yes, how many Contractors do you hire?
Numbers Only
Your answer
Payment Method to Contractors:
Check all that apply.
Financial Analysis:
Other than Reconciliations, does your business do any other Financial Reporting? *
What do/would you look for in Financial Reporting for your business? *
Please pick one option below.
At what frequency would you want these analytics done? *
Taxes and Other Services:
Do you pay Quarterly Sales Taxes? *
Do you pay Quarterly Estimated Federal/State Taxes? *
If you do not pay Quarterly Federal/State Estimated Taxes, would you like to start? *
It reduces tax liability owed by the company, if profitable!
Does your company have a CPA that handles its yearly tax returns? *
Do you need W-2/1099 Forms for your Employees/Contractors issued at the end of the year? *
Thank you for your time!
Just three more questions left and you will be ready to submit this form!
Are you the primary contact for this business: *
How frequently would you like to get in contact with us with any updates/questions?
What would you want to be the preferred way of communication?
Check all that apply.
A copy of your responses will be emailed to the address you provided.
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