All About You!Name* First Last Email* Phone*All About Your Business!Business name* If you don’t yet have one, just put your name here!Does your business operate in more than one state?* Yes No Not Sure Which state(s) are you operating in?* What does your business do?*What service(s) do you offer, what product(s) do you sell? Give us your spiel. What do you love about your business?*What is your least favorite thing about being a business owner?*Why is now a good time to outsource your tax prep/find a new accountant?*How long have you been in business?* What's your annual gross revenue?* Did you form an LLC or a Corporation?* Yes No How is your business set-up?* Single member LLC (not taxed as an S-Corp) Partnership S-Corporation C-Corporation Something else/IDK All About Your Books!Are you keeping business and personal funds separate?* Always Mostly Not a chance in hell What are you using for your bookkeeping?* Xero QuickBooks Online QuickBooks Self-Employed Wave Spreadsheet Nothing/Something else My Current Bookkeeping Situation* I have a bookkeeper I do my own bookkeeping and I’m pretty damn good at it I do my own bookkeeping and LOL I should not be doing this No bookkeeping is happening Is Your Bookkeeping Up to Date?* Yes No Not sure! Do you have employees?* Yes No This does not include contractors. Answer yes if you are an S-Corp and on payroll as the owner.How many employees do you have?* This does not include contractors. Count yourself as 1 if you are an S-Corp and on payroll as the owner.Who are you using for payroll?* Gusto ADP Paychex QuickBooks Something else/IDK All About Your Taxes!Are your annual income taxes up to date?* Yes No IDK My Current Tax Situation* I have a tax accountant and am looking for a new one I have been doing my own taxes and am looking to outsource This is my first time doing taxes as a business owner Something else Are you collecting and remitting sales tax?* Yes No, not liable for it No, but maybe I should be? Who is handling the filing?* I file them myself My accountant/bookkeeper handles this for me Are you currently making quarterly estimated payments?* Yes No All About Cash Flow!How does cash flow into your business?*How do bills and vendors get paid in your business?*Before You Go!Anything else you want to share?CAPTCHANameThis field is for validation purposes and should be left unchanged.
