CFO/BOOKKEEPING SERVICES QUOTE

11%

Name*
First Last
Company Name*
Which State is your business in?*
Service or Product of your business
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone*
Email*

General Questions & Business Questions
What state (s) do you operate in?
What state do you live and work in?
When did you become incorporated or start your business?
How many legal entities do you have?
What are you projecting for this year's sales?
What are you projecting for this year’s profits?
What was your Gross revenue for 2018?
Do you know your ongoing tax liability, and have it set aside every month?
Do you submit quarterly estimated tax payments?
What’s been your biggest frustration with the accounting/financial process thus far?

Bookkeeping
How much are you currently paying monthly for accounting services?
Are your books current with reconciliations?
Who does the reconciliations?
Who does the monthly reporting?
How long after month end until you receive your financial reports?
What accounting software are you currently using?
Do you need us to clean up or catch up with your books?
How many business bank accounts do you have?
How many business credit card accounts do you have?
Do you use multiple payment platforms (ex. Paypal, stripe)? If so which ones? Do you collect income on these platforms or just pay expenses from the accounts?

Sales Tax
Do you file sales tax returns?
If so what states?
What do you sell?
How often do you file?
For e-commerce only: How many states do you have nexus in? and how many are you registered and filing returns in?

Anything else we need to know?
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