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What's Your Name *

First

Last

Email *

Company Website

Business Structure

1. Services Needed *

What services do you need? For example, (1) Accounting/Bookkeeping, Audit support (2) Billing and Invoicing, (3) CFO services – Fractional, (4) CFO services – All inclusive, (5) Tax Preparation, (6) Payroll Processing; Human Resource, (7) Network solution; system implementation. Details help!

2. My Current Situation *

In your own words, please describe you or your business and finance/accounting/tax activities and responsibilities. From handling the work yourself, having 3rd party or consultant do it to looking for a centralized, one place for all services, etc.

3. Financial Conditions *

Do you have any of the following: (1) Production operation/Plant, (2) Global Operations (have foreign tax entities), (3) Sell products and have inventory, (4) Long-term loan or debt including real estate mortgage, (5) Have 12+ months lease(s), (6) Stock compensation, (7) Federal or State grants or contracts, (8) Sell Services – SaaS, Milestone or Completion, (9) Multi-states operations, (10) Others

4. Accounting System or tools You Use *

If no accounting system, describe what you use to track your financial activities.

5. Number of Employee

Full time? Part-time? Consultants? If you are looking for HR or Payroll services, more details here help!

6. Number of Incoming Bills

If you are looking for Billing services, please provide your best estimates – monthly or quarterly or yearly along with the tools or systems you use currently.

7. Number of Outgoing Invoices

If you are looking for Invoicing services, please provide your best estimates – monthly or quarterly or yearly along with the tools or systems you use currently.

8. Additional Information You would like to share

Please provide information in addition to item 1 to 7 above here.

*** The form above only represents an example of questions. Please call to discuss in details that will best fit your budget and needs.