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 softare
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: