Is the above email the best email to reach you at? If not please provide the email you would like us to use for communication. *
Your answer
Business Name *
Your answer
Physical Business Address (if no physical address used please enter the mailing address) *
Your answer
Entity Type *
Choose
Sole Proprietor
Partnership
Single Member LLC
Multi-Member LLC
C Corporation
Have you elected to be taxed as a S-Corp *
Are you currently using an accounting program? If so which one? *
Your answer
Does your business run payroll? *
Would you like your financial information sent to a CPA, EA, or other tax preparer? If so please enter their contact information including their name, business name, email, and phone number. *
Your answer
What methods do you use to accept payments?
List your business checking accounts (bank name and last 4 of bank account)
Your answer
List your business saving accounts (bank name and last 4 of bank account)
Your answer
List your business credit cards (bank name and last 4 of account number)
Your answer
List your business loans (lender name and total amount)
Your answer
List your business line of credits (bank name and last 4 of account number)
Your answer
How would you like us to access the statements for your business? *
What are your main concerns for your businesses bookkeeping?
Your answer
Do you have any questions you would like covered in your onboarding email?
Your answer
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