Questionnaire

Tell Us About Your Business Needs

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Your Name

Your Email

Phone Number

Service Required

Business Name

Business Location

Describe briefly what kind of service or product the business sells

For E-Commerce businesses- please list all online platforms used to sell your products

How many years is the business in operation

Do you currently have a QuickBooks file? Desktop or Online?

What software do you use to send invoices?

How many checks are written and received on a given month?

Do you accept credit card payments? How many transactions on a given months?

Will you need payroll services?

How many bank accounts does the business have?

How many credit cards does the business have?