1. What accounting and/or bookkeeping services do you want?
     Please check all that apply

Bookkeeping

Accounts payable; for example, vendor invoice tracking and bill payment

Accounts receivable; for example, customer invoicing and billing

Payroll processing and reporting

Tax reporting

Financial Statement creation

Bank reconciliations

Other. Please specify:

2. How often do you want us to complete your accounting/bookkeeping reports or functions?

Not sure. Please advise.

Daily

Weekly

Monthly

Quarterly

3. When do you want the The Small Business Advisor™ to start these services?

ASAP

Within two weeks

Within one month

Within two months

Other. Please specify:

4. How long has your business been in operation?

Still planning

Less than 6 months

6 months to 2 years

2-4 years

More than 4 years

5. What is the five digit ZIP code for your office location?

    Click here for ZIP code look up for major cities

6. What were your business’ total sales revenues over the past 12 months?

Less than $100,000

$100,000 - $300,000

$300,001 - $500,000

$500,001 - $1,000,000

$1,000,001 - $5,000,000

$5,000,001 - $10,000,000

$10,000,001+

7. Please tell us your email address so we can contact you.     

8. If applicable, how does your company currently handle accounting and bookkeeping?

We use accounting software. Please specify the software if known:     

We use in-house paper records

We outsource some or all of our accounting functions

We do not currently keep records or we are a start-up

We use a POS (Point of Sale) based system (retail)

9. Please tell us what kind of business you run.

Manufacturing

Service

Retail

10. If applicable, please tell us more about the nature of your business, including your industry, and any other additional requirements, considerations or concerns you may have: