Intake for Brian Frank Consulting LLC Client Waitlist
We are currently wait listing all new client inquires; we’ll be evaluating our wait list by early Summer 2023.
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What's your Name *
Please include the name of the owner too if that's not you!
What's your business/organization's name (if different)?
Where are you based? *
If you want to work with us on your personal or business taxes, we work with individuals in the following states: Oregon, Washington, Alaska, Florida, Nevada, New Hampshire, South Dakota, Tennessee, Texas, and Wyoming. We offer bookkeeping, consulting as well as non-profit services in all 50 states.
How'd you hear about us?
Your email *
Please include the email of the owner too if that's not you!
Do you want to be added to my email list? *
Established clients must agree to be on my email list to avoid missing crucial tax deadlines, etc.
Your phone number *
Please include the phone number of the owner too if that's not you!
Pronouns you use
What type of business or organization do you have? *
check all that may apply...
Required
Tell us more about your business/organization! *
What you're up to! How long you've been at it? Do you have employees? Roughly how many transactions (money in or out of credit cards / bank accounts / paypal, etc.) do you have per month right now? Do you anticipate a lot of growth or changes to these answers in the coming year?
Business Website
As far as your bookkeeping are you.... *
What other types areas might you need help with? *
Required
How are you currently tracking income/expenses? What software, including version, do you use? How's it going?
Do you want help filing tax returns? *
How tech savvy are you?
Not so much.
I'm a super user.
Clear selection
Do you (or your spouse) have other tax or accounting matters we should know about?
While able to tackle a wide manner of accounting needs, our focus areas are small business and non-profit accounting; if you are seeking help in real estate, investments or other tax areas we may suggest a referral.
(Optional) We offer a sliding scale discount for a wide variety of business owners from non-traditional, and/or historically disenfranchised backgrounds and/or people experiencing poverty, as well as for all non-profit organizations. Do you want us to talk to you about these discounts if we work together?
Sad Fact: Even in the past few years, studies still find that 80% percent of business owners are white and 65% percent are male.
(Optional) Have you worked with an accountant before? How did it go? What worked or didn't work for you?
(Optional) Tell us something about you beyond your business!
I believe in knowing clients as more than just a bunch of numbers - tell us about something aside from business that's inspiring and/or challenging you lately, or tell us your favorite book, vacation, or film - something that gives a little sense of who you are :)
(Optional) How's your relationship with money and finances? (Yes, I'm talking feelings here!) I've found it can be really helpful to openly discuss challenges in making sense of these hard topics a shame-free manner.
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