Name *

First Name

Last Name

What type of bookkeeping services are you looking for? *

Select all that apply

Bookkeeping Catch Up/Clean Up (get your books current)

Monthly Bookkeeping (done for you ongoing service)

QuickBooks Set Up or QuickBooks Health Check (review your QuickBooks or get it set up)

other/not sure

What type of business entity are you filing taxes as? *

Sole Proprietorship

LLC Single Member

LLC Partnership

LLC taxed as Scorp

Corporation

Not Registered yet /not sure

Do you collect sales tax? *

Yes

No

Do you have a separate business account and are you currently keeping your business and personal expenses separate? If not are you willing to put in the work to get things set up & separated? * *

Currently Separate

Willing to listen to advice and get things set up and separated!

Do you have any employees and/or contractors? *

Just myself on payroll

Employees on payroll

Contractors

none