Let’s get started! Take a minute to fill out our quick questionnaire and a member of our team will be in touch! Name * First Name Last Name Email * Phone * (###) ### #### In a few sentences tell us what your business does. * What is the biggest issue your business is facing right now? * What are your financial goals? * Are your financial records and bookkeeping up to date? * (i.e. current within the last 3 months) Yes No What was the last year you filed your tax return? * Is there anything to note about your tax situation, including any past or current tax issues? Do you have a business bank account? * Yes No Do you currently use a payroll company? * Yes No Does your business have inventory? Yes No How did you hear about us? * Thank you!
