Need Assessment Please enable JavaScript in your browser to complete this form.Company Name (For companies)Company Address (For companies}Name *PhoneEmail *In a few sentences, describe your business? Type of Entity Sole-ProprietorshipLLCPartnershipHow many years have you been in business? *On average what are your monthly gross sales? *Are you currently using QuickBooks, Sage or Xero? *YesNoIf soDesktopOnlineIf not, what are you using?If using any of the above software, would you let us review the file?YesNoAre your books up to date? *YesNoIf not, how current are they?How many bank and/or credit card accounts are involved? *On average, how many transactions per month for all bank accounts and credit card accounts? If you don’t know, sample pdfs of all accounts for an average month would be required. *Do you have employees? *YesNoHow many employees? Do you outsource payroll? *YesNoIf so, with what company?Do you have independent contractors? *YesNoIf so, how many? Will you want these done for you? *YesNoHow do you prepare your invoices? *Do you want these done for you? *YesNoHow do you pay your bills? *Do you want these done for you? *YesNoDo you report sales tax? *YesNoIf so, how often are you required to? Do you want this done for you? *YesNoWhy are you changing Bookkeepers or why did your last bookkeeper leave? *When would you need us to start? *Submit
