Contact Us Tell us a little bit about yourself and your business using the Client Discovery Form below. We’ll call you back within 48 hours and set up a time to meet. Business Name * First Name * Last Name * Email * Business Phone * Please tell us about yourself and your business and we’ll contact you within 48 hours to set up a meeting. 1. What is your annual gross income? 2. Please describe the primary nature of your business, including how long you have been in operation and the number employees: 3. What do you value or consider important when partnering with a back-end service / accounting firm? 4. What are your priorities and expectations of working with an external accounting service? 5. What are your long-term plans or interests for your business? Where would you like to see your business in 5 years? 6. What type of accounting software do you use? (i.e. Sage or Quickbooks) 7. Do you currently have a bookkeeper or clerical person employed in your business? 8. Is your payroll processed in-house or processed externally using a service such as ADP or Ceridian? Thank you. We look forward to supporting you and your business!
