BOC Consult Support Form
Hello! This Form is used to provide me with enough information to allow me to offer you a quote for services that will fit your needs as closely as possible. If needed, I will be in touch to ask for some clarifying information. 

Completing the form does not obligate you in any way, it simply helps me learn how I can serve you best. 

Please watch your email for additional communications from me.
 
~~ Candie Conat, Master Bookkeeper
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Your Name *
Company Name *
Phone Number *
Are you on any of the following: WhatsApp, Voxer, Messenger *
E-mail Address *
Facebook Biz Page *
Website *
How long have you been in business? *
What industry are you in? *
How is Your Business Structured?
Clear selection
Do you currently have a person who prepares your Income Taxes?
Clear selection
Do you sell services, digital products, physical products? *
Required
Are you online only or brick and mortar/In person -  or all of the above? *
Required
Do you have an online marketplace of any kind? *
Required
Do you have employees (not contractors, but actual W2 Employees)? If yes, how many? *
If you have employees, do you process payroll yourself? If you don't, who processes your payroll? *
Do you handle payment of all related payroll taxes yourself? If you don't, who handles the payroll taxes? *
Do you have contractors? If yes, how many? *
What stage are your business books currently in? i.e. 2020 all done and reconciled, working on 2020, current in 2021, etc. *
What type of system do you currently use for bookkeeping? *
Required
How do you invoice/bill your customers/clients? Select all that apply *
Required
How do you accept payments? Select all that apply *
Required
How do you pay your bills/expenses? Select all that apply *
Required
How do you do your banking? *
Required
How many business checking and savings accounts do you have ? *
How many business credit cards do you have? *
How many business loans do you have? *
In your own words, tell me why you are reaching out today and what you feel you need or are looking for in bookkeeping support. It's okay if you are not sure! Everyone starts in a different place and that is where I come in - to help you figure it out. *
Do you currently have a tax preparer? (i.e. CPA, Tax Preparer, Enrolled Agent) *
Do you currently have a Bookkeeper?
Clear selection
What type of bookkeeping support are you looking for? *
Required
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