RushSmiles Bookkeeping, Accounting, Consulting New Client Form
The information you provide will help us better understand your needs and address them more efficiently. Please answer as many questions as you can, if you don't know the answer, just enter "n/a". Thank you!
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Email *
Company Name *
Contact Name (first name and last name) *
Phone number *
Company Website
Address *
Industry
Name of accounting software you use *
Number of employees *
Number of contractors that require Form 1099 preparation *
Number of bank and credit card accounts used by your business *
Average number of income and expense transactions per month *
Annual revenue (last year or estimate for this year, $) *
Do you need to track income, expenses and profitability by job, project or location? *
Do you need to track inventory? *
Do you need to pay sales tax? *
Do you need to use multiple currencies? *
Please explain your specific needs so that we may best serve you. *
Please choose a day and time convenient for you and schedule a Free 30 Minute Discovery Call with us here: https://calendly.com/rushsmiles . Did you find a time slot convenient for you? *
How did you find out about us and our service?
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