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Tell Us About Your Business

This intake form is to learn about your business so we don't waste time on the call gathering information.


Upon submission of this form, you will be routed to book your 30-minute, $100 Discovery session with Renesha Davis, our Managing Partner. Your fee will be applied to any engagement you decide to proceed with within seven days of your quote delivery unless other active deals are running.


The fee becomes non-refundable if the quote isn't executed within 7 days.


We look forward to earning your business.

Where did you find us?
Industry
From the summary of the business given, check all revenue sources that apply?
What is your current revenue for the prior year?
Pick all statements that apply to your business situation.

How do you manage your business money?

How do you receive money from your customers/clients?
How do you pay your business bills today?
How many employees do you have?
How many contractors do you have?
Do you swipe your business cards for personal bills?

Tell us about your bookkeeping management practices

Where is your bookkeeping currently managed?
Who manages your bookkeeping?
What is your desired monthly budget allocated to handle high-level bookkeeping with CPA support?
What is your desired annual budget to handle high-level bookkeeping with CPA support?

Tell us about your tax management practices

How is your business registered with your local state?
What is your tax election with the IRS?
What is your filing status with the IRS?
Have the last three years of your taxes been filed?
Yes
No
Do you have any outstanding debt with the IRS?
Yes
No
Do you have any outstanding debt with your state Department of Revenue?
Yes
No
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