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Please take the time to fill in the information below prior to our first call. This way I can ensure the best possible solutions to guide you in your success!
Email address *
First and Last Name: *
Phone Number: *
Business Name *
How long have you been in business? *
Do you regularly pay yourself? *
Are you happy with how much you are able to compensate yourself through your business? *
How many employees do you have (not including yourself)? *
Do you outsource your payroll? *
Check all that you are looking for assistance with: *
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Please list ALL income streams in your business (i.e. memberships, retail, services, referral fees, etc.): *
Approximately how much do you earn in sales (all revenue streams) per year? *
What are your total expenses per month (on average)? *
Please select the accounting system you currently use: *
Was your accounting system set up by a qualified professional *
How many bank accounts (checking/savings/credit line) does your business currently have? *
When were these last reconciled in your accounting software? *
Which bank do you use? *
How many credit cards does your business have? *
When were these last reconciled in your accounting software? *
Do you collect Sales and/or Meals tax? *
Are your Sales/Meals tax payments up-to-date? *
What is your year-end date? *
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Are your Federal tax filings up-to-date? *
Do you always have the money for your tax obligations set aside? *
If you showed a profit on your accounting statements last year, did you actually have that cash in the bank? *
Do you have to borrow frequently to continue operations? *
What are the top 3 things about your business that give you the most stress/anxiety? *
One of my core values is that I will never engage in an undertaking with a client unless we mutually agree that the value received is equal to or greater than the fee paid. Do you feel this way in regard to what your business offers its clients/customers? *
Are you excited to get started??? *
Should I email you the link to schedule a phone call? *
Thanks for taking the time to fill out this form. I look forward to speaking with you about how we can help grow your business together!
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