Needs Assessment
Let us know more about your business so we can give you the help you're looking for!
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Email *
Your First & Last Name: *
Phone Number: *
Website:
Your Company's Name: *
When did you start your business? *
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What industry are you in? *
What is your average annual revenue? *
What type of entity is your business? *
If you selected LLC above, which tax form do you file?
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Do you have employees? If so, how many? *
What services are you looking for? *
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What accounting software are you currently using? *
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How are things going in your business right now? *
Which day-to-day tasks do you hate doing? *
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What would you like to understand better about your business finances? *
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How often would you like to review your business's performance? *
What would you like your business to accomplish in the next year? *
In the next 5 years? *
In the next 10 years? *
What is your target annual revenue, and how quickly would you like to get there? *
Do you have a plan for succession?  Do you plan to close down your business when you retire? *
What does retirement look like for you? *
Anything else you'd like to share?
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