Company Information

Company Name:

Contact Person:

Position/Title:

Email Address:

Phone Number:

Years in Business:

Annual Revenue:
Less than $100,000$100,000 - $500,000$500,000 - $1,000,000Over $1,000,000

Number of Staff:
1-1011-5051-100Over 100

Current method of financial management:
In-house, outsourced providers or combination (internal team plus external support)Outsourced accounting firmAccounting software (e.g., QuickBooks, Xero)None

Frequency of Financial Reporting:
MonthlyQuarterlyAnnuallyNever

What are your top financial challenges? (Select all that apply)
Cash flow managementTax compliance and planningFinancial reporting and analysisBudgeting and forecastingManaging accounts receivable/payableOther

What specific services are you interested in? (Select all that apply)
BookkeepingTax preparation and planningFinancial statement preparationBudgeting and forecastingOther

What is your preferred method of communication with your accounting provider?
EmailPhoneCall and text

Is there any additional information you would like to share about your financial situation or specific needs?