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The following form will allow us to assess your needs in the areas of bookkeeping; accounting; payroll; tax preparation; reporting; software; hardware; and training.

Please answer the best you can. This will help us gather accurate information for either new or established businesses while preventing costly mistakes.

You can also send additional, security-senstive attachments (Word, PDF, Excel) directly through our SecureSend Portal so that we may better understand your business and finances. All data will be kept strictly confidential under our Privacy Policy guidelines.

When you have completed the assessment, click SEND. You should receive a message indicating "Thank you for your feedback. We will respond to your message as soon as possible."

If you do not receive this message, it was not properly completed and submitted. Please try again. If you experience problems, immediately notify us by email.

Company *
Contact *
Address *
City *
State *
Zip *
E-Mail *
Phone
Fax
Website
Business Type
Years In Business
Fiscal Year End
Owner(s)
Ownership %
Owner(s) Salary
Owner(s) Benefits New - Need to Decide Auto Medical Child Care Office In Home Retirement
Bookkeeper
Accountant
Tax Preparer
Filed Tax Returns
Corporate Book
Collect Sales Tax
Online Banking
Describe Industry & Business Activity
Gross Revenue/Year
Net Profit/Year
Average Sales/Month
Average Income/Sale
Client Base
Describe Products & Services
Payroll Solution
Employees
Full Time
Part Time
Employee Benefits
Payroll Expense
Contractors
Full Time
Part Time
Contractor Expense
Accounting Solution
Primary Application (Check All That Apply) Daily Management Financial Statements Invoicing Inventory Point of Sale Tax Returns Multi-User
Primary Reports (Check All That Apply) Budgets Profit & Loss Balance Sheet Job Cost Class or Location Tracking Sales Vendors
Specific Areas We Can Assist
Quickbooks Training Requested
Quickbooks Data File
Quickbooks Version
Quickbooks Skill Level
Preferred Training GoToMeeting Webinar Remote Access
Operating System Microsoft Windows Mac Network Server
Office(s) Principal Satellite Home