Business Details

Business Name *

Owner(s) Name *

Ownership Percentage *

Business Entity Formation *

LLC - single member

LLC - multi member

C Corporation

S Corporation

Partnership

Nonprofit

DBA

Unsure

State of Business Entity Formation

EIN

What are your annual gross receipts? *

0 - 50,000$

50,001 - 100,000$

100,001 - 500,000$

> 500,000$

How do you prefer we communicate with you? *

Text

Email

Phone

Financial Details

Business Banking Info

User name

Bank Name

Other accounts used (credit cards, PayPal, Stripe, Cash App, etc)

Security Answer

Security Answer

Password

Additional Business Bank Accounts

Yes

No

Security Answer

If yes,how many?

Credit Cards

Yes

No

If yes, how many?

Any other accounts?

Current Bookkeeping System

Do you currently use an accounting software? *

Yes

No

If yes, which one?

Login Website Address

Username (may be your email)

Password

How many employees do you have, if any? Which payroll service do you use? *

How do you organize receipts/financial documents? *

Additional Information

What is the biggest challenge in your business right now?

Is there anything else you'd like us to know about your business?

What else do you need from us?

Upload any documents we requested or need (passwords, bank stmts, IRS letters, etc)

I don't need an in-person appointment.